Funds Updates

In this article, Stephen Yiu, discusses the performance of the Blue Whale fund over the last 6 years. Yiu also discusses 2023 and beyond.

First quarter of 2023 review of the High Yield Market & the Liontrust High Yield Bond Fund, together with the outlook for the High Yield Market in general.

In this article, Stephen Yiu, discusses the performance of the Blue Whale fund as at the end of the first 6 months of 2023. With a focus on high-quality companies, Blue Whale is confident in continued outperformance!

This new era represents different opportunities, challenges, and traps. The Blue Whale investment team are cognisant of this and will invest, as always, according to the current landscape.

First quarter of 2023 review of the High Yield Market & the Liontrust High Yield Bond Fund, together with the outlook for the High Yield Market in general.

Looking forward, Blue Whale sees their portfolio as positioned to take advantage of what they see as the key issues of the year to come – select digital transformation, reshoring and deglobalisation, and a resurgent energy sector.

Forth quarter and end of year 2022 review of the High Yield Market & the Liontrust High Yield Bond Fund, together with the outlook for the High Yield Market in general.

In this article, Stephen Yiu, discusses a new sector appearing on their Factsheet in the last few months – Energy. So far, one investment was made into the energy sector, in a company called Canadian Natural Resources.

In this article, Stephen You, Lead Manager of the Blue Whale Growth Fund, reinforces that their investment process at Blue Whale has always been guided by a simple mantra – being committed to delivering significant outperformance for their investors whilst ensuring that the portfolio is constantly positioned in the best opportunities of the moment.

Thirdquarter of 2022 review of the High Yield Market & the Liontrust High Yield Bond Fund & outlook for the High Yield Market in general.