Vox Markets Fund Manager Series - Stephen Yiu of Blue Whale
In this interview, Stephen Yiu of Blue Whale Growth Fund takes Vox Markets through:
00:00 Outlook for equities.
01:42 Valuations
02:57 Investment strategy & portfolio construction
05:27 Canadian Natural Resources (CNQ)
09:52 Dexcom (DXCM)
12:47 When to take profits
14:57 Sartorius (SRT)
18:42 Veeva Systems (VEEV)
22:02 Autodesk (ADSK)
25:32 Nvidia (NVDA)
28:32 ASML Holdings (ASML) & Lam Research (LRCX)
31:57 Canadian National Railway (CNI) & Union Pacific Corp (UNP)
36:32 Kering (KER)
38:47 Charles Schwab (SCHW)
42:37 Mastercard (MA) & Visa (V)
43:42 Microsoft (MSFT)
47:42 UK largecap growth
50:12 How to invest in Blue Whale
Disclaimer & Declaration of Interest
The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.