Stephen Yiu

Managing Partner and CIO Blue Whale Growth Fund

Stephen Yiu is the Chief Investment Officer and lead manager of the Blue Whale Growth Fund since its launch in September 2017. Having started his working life in the Hargreaves Lansdown investment team, Stephen left the company in 2007 to pursue his interest in asset management. Working at New Star (now Janus Henderson), Artemis with Tim Steer, and most recently under Martin Taylor and Nick Barnes at Nevsky Capital, Stephen has gained broad and varied experience within the investment industry over the past 25 years. Previous funds he has directly managed or co-managed included – Citywire’s AA-rated Artemis UK Growth Fund (now Artemis UK Select Fund), Artemis Pan-European Hedge Fund (nominated for EuroHedge Awards 2010) and New Star UK Gemini Hedge Fund (nominated for EuroHedge Awards 2007).

Day 2 | 15th May

10:30 AM Star Fund Manager Keynote: Making the case for active investment strategies: What are the unintended consequences of the rise in index tracker funds?

Stephen Yiu launched the Blue Whale Growth Fund in 2017. The fund may only be 7 years old, but the manager is already being compared to the best stock pickers out there. Stephen’s big break came through the billionaire Peter Hargreaves, co-founder of the UK’s largest investment platform, Hargreaves Lansdown, who seeded the fund with $30 million (currently at $1.5bn AUM). Stephen’s fund has delivered significant outperformance versus its peers and index ETFs, with a total return of over 140% vs. average global funds at 78%.

In this session Stephen will explore equity investing trends, the long-term impacts of passive investing on SMEs and the capital market function, and how active managers can survive the index fund storm.

Check out the incredible speaker line-up to see who will be joining Stephen.

Download The Latest Agenda