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Stephen Yiu of Blue Whale Capital on Anticipating Megatrends with NVIDIA

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Michelle deBoer-Jones
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Stephen Yiu Quality-Growth Investor Conference
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Many investors would probably agree that it's impossible to time the markets because no one has a crystal ball. However, some of the world's greatest investors enjoyed their success because of their ability to anticipate big trends before they shook the markets.

At the 2024 Quality-Growth Investor Conference Stephen Yiu of Blue Whale Capital shared details on their high-conviction approach in an uncertain world, which involves spotting megatrends early.

Blue Whale runs a single strategy, which involves investing in high-quality businesses with a focus on about 25 to 35 companies. The firm started about seven years ago, and the last seven years have brought significant evolution in the markets.

Seven years at Blue Whale Capital

After Blue Whale started in 2017,...

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Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.