The Blue Whale Growth Fund has delivered outsized returns since its inception nine years ago. Recently those returns have come from concentrated bets on the picks and shovels behind the AI boom.

We talk to Stephen Yiu, Chief Investment Officer, about how he picks stocks, when he decides to sell, and what the recent chip sell-off means for a fund built on AI hardware.

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

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Copyright 2026 Many Happy Returns

Picking Winners: Can Concentration Keep Paying Off? with Stephen Yiu

Many Happy Returns

Picking Winners: Can Concentration Keep Paying Off? with Stephen Yiu