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...