
medirectalk is a series of seminars organised by MeDirect featuring several financial experts and asset managers sharing their views on market and investment opportunities. Follow our Facebook page and LinkedIn page for more details on our next medirectalk.
30/11/2022 18:00
medirectalk - A Blank Sheet of Paper
Stephen Yiu - Blue Whale Growth Fund
Date: 30.11.2022
Time: 18:00
Venue: Hyatt Regency Hotel
Agenda:
Stephen Yiu will be giving an update on the Blue Whale Growth Fund and the investment markets in general. He will also be discussing some specific economic sectors and the reasons behind investing in equities within these segments.

Stephen Yiu
Stephen Yiu is the Chief Investment Officer at Blue Whale Capital and Lead Manager of the Blue Whale Growth Fund. Stephen co-founded Blue Whale Capital with Peter Hargreaves, co-founder of Hargreaves Lansdown, in 2016. The Blue Whale Growth Fund was launched in September 2020 and is a long-only global equity fund focusing on developed markets. Stephen adopts a high conviction, active approach based on
bottom-up, fundamental research.
An investment in knowledge always pays the best interest
Join this free seminar taking place at the Hyatt Regency Hotel (free parking available at venue). We invite you for drinks and canapes after the Seminar. Our advisors will also be available to answer any questions you may have.
The seminar will be held at the Hyatt Regency Hotel. You will be requested to read and sign the event terms & conditions before entering the venue. The information given during this seminar is being provided by Blue Whale Capital LLP. The information contained in this talk is for general information purposes only and is neither intended to provide legal or other professional advice nor does it commit MeDirect Bank (Malta) plc to any obligation whatsoever. The information available during the seminar is not intended to be a suggestion, recommendation or solicitation to buy, hold or sell, any securities and is not guaranteed as to accuracy or completeness. The financial instruments discussed may not be suitable for all investors and investors must make their own informed decisions and seek their own advice regarding the appropriateness of investing in financial instruments or implementing strategies discussed herein.
Past Events:
30/11/2022
Stephen Yiu - Blue Whale Capital & Blue Whale Growth Fund
During this talk titled ‘A Blank Sheet of Paper’ Stephen Yiu, Lead Manager of the Blue Whale Growth Fund gave an update on the Blue Whale Growth Fund and the investment markets in general. He also discussed some specific economic sectors and the reasons behind investing in equities within these segments.
13/07/2022
Terry Smith - Fundsmith Equity Fund
During this edition of medirectalk, Terry Smith from Fundsmith Equity Fund gave an update on the performance of the fund, together with his views on the financial world and the current trends.
12/05/2022
Geopolitical Tensions, Inflation and High Yield Bonds
Donald Philips and Phil Milburn, co-managers of the Liontrust’s High Yield Bond strategies, gave their insights on the implications of the ongoing Russia-Ukraine war and what the latest developments could indicate for global economies and markets. During the talk, we also discussed energy price rises, inflation outlook and central banks’ actions with a particular focus on the global high yield bond market.
23/03/2022
Geopolitical Tensions and Natural Resources
19/01/2022
Terry Smith - Fundsmith Equity Fund
Long Term Themes - Sectoral & Thematic Investing
Inflation - What should you do about it? The Morningstar View
Stephen Yiu - Blue Whale Capital & Blue Whale Growth Fund
Terry Smith - Fundsmith Equity Fund
During this edition of medirectalk, Terry Smith from Fundsmith Equity Fund gave an update on the performance of the fund, together with his views on the financial world and the current trends.
What Is Financial Well Being? The Morningstar View
Dr. Sarah Newcomb discusses how financial well-being is about feeling a sense of security, as though you have enough money to meet your needs.
Sustainable Investments: Investing for a Better Future
Mike Appleby gave his insight on Sustainable investments and why he believes they are the investments for a better future during our sixth medirectalk.
Stephen Yiu - Blue Whale Capital & Blue Whale Growth Fund
Stephen Yiu gave an insight on the management of Blue Whale funds and his views on the financial markets with a focus on technology stocks to those participating during our fifth medirectalk.
Investing in a portfolio of infrastructure companies can provide sustainable income and gives the world sustainable growth
Ajay Dayal from ClearBridge Investments, part of Franklin Templeton Investments gave his insight on how investing in a portfolio of infrastructure companies can give you sustainable income whilst giving the world sustainable growth!
Leo Niers & Elsa Goldberg - Franklin Templeton Investment
Leo Niers discusses the current shocks in the investments world due to COVID-19 with a historic perspective and Elsa Goldberg gives a Global Macro overview of the current Economic, Political and Financial Market conditions.
David Roberts & Donald Phillips - Liontrust Fund Partners LLP
David Roberts and Donald Philips of Liontrust are giving an overview of the current bond markets with a focus on the high yield markets and the Liontrust High Yield Fund’s performance to those attending medirectalk.
Terry Smith - Fundsmith LLP
Terry Smith gave an insight on the management of Fundsmith equity funds and his views on the financial world and the current trends to those attending the first medirectalk.
The speakers themselves, personally or on behalf of the institutions they are representing, are responsible for the opinions they express during the discussions.
The information given during these talks is for general information purposes only and is neither intended to provide legal or other professional advice nor does it commit MeDirect Bank (Malta) plc to any obligation whatsoever. The information given during the talks is not intended to be a suggestion, recommendation or solicitation to buy, hold or sell, any securities and is not guaranteed as to accuracy or completeness. The financial instruments discussed may not be suitable for all investors and investors must make their own informed decisions and seek their own advice regarding the appropriateness of investing in financial instruments or implementing strategies discussed herein.
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