• ‘I don’t believe in tech’: Stephen Yiu of Blue Whale Growth

  • Mar 25 2025
  • Duración: 36 m
  • Podcast

‘I don’t believe in tech’: Stephen Yiu of Blue Whale Growth

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  • Resumen

  • The Blue Whale Growth fund concentrates on large cap companies across global stock markets. US tech has dominated global indices, investors’ minds and until recently, the fund. Dave Baxter talks to manager Stephen Yiu about his updated thoughts on the Magnificent Seven, Donald Trump’s impact on the AI play, overlooked sectors and more.


    This episode was recorded on 24 February.


    Timestamps

    00:29 DeepSeek

    2:13 Identifying AI winners

    5:36 Exiting Microsoft and US tech

    9:38 Turnover in the fund

    13:03 Evolution of the fund

    16:55 Valuations

    20:10 European and Asian companies

    21:54 Trump and the trade war

    23:33 Areas to keep an eye on

    27:30 Compelling themes in the fund beyond AI

    32:09 Overlooked companies

    34:24 Danaher

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