Funds Updates

 

Blue Whale Update: H1 2022 Performance Update

In this article, Stephen Yiu, discusses the performance of the Blue Whale fund as at the end of the first 6 months of 2022.
The first half of 2022 saw inflation fears of late 2021 come to a head. Accordingly, global equity markets saw increased volatility, with a mark down across the board.

Blue Whale Update: 2022 Performance Update

In this article, Stephen Yiu, discusses the performance of the Blue Whale fund as at the end of April 2022 in light of the Ukraine crisis and inflation woes which have weighed heavily on markets this year.

Blue Whale Update: Stagflation: Look for the Holy Trinity

In this article, Blue Whale discusses the fact that global growth is not matching inflation rates (a key characteristic of stagflation) and therefore why it is important to look for those companies that are able to benefit from structural changes in the global economy that are not reliant on a buoyant macro-outlook.

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