Medirectalk to discuss high conviction investment opportunities in an uncertain world
Stephen Yiu, chief Investment officer at Blue Whale Capital and Lead manager of the Blue Whale Growth Fund, will be the guest speaker at the next medirectalk. The discussion, which will take place online at on 30 November at 6pm, will be titled A high conviction approach in an uncertain world.
The medirectalk, which is free to tune in to, will focus on how Yiu and his team are deploying his high conviction active approach based on bottom-up, fundamental research to identify investment opportunities despite the global macroeconomic and geopolitical headwinds. During the event, Yiu will discuss potential net beneficiaries in these uncertain times including structural growth companies and selective opportunities in Artificial Intelligence (AI), Energy and Reshoring. The free webinar will also include a Q&A session giving attendees the opportunity to put forward any questions they may have.
Speaking about the upcoming medirectalk, Stephen said: “The world around us continues to change and seemingly become more uncertain with every passing month. Despite these challenges, there are still plenty of opportunities out there and at Blue Whale we have always based our investment decisions on fundamental research that gives us a high level of conviction. As a result, we are still able to identify opportunities which provide investors with the potential to achieve positive results.”
Stephen, together with Peter Hargreaves, co-founder of Hargreaves Lansdown, co-founded Blue Whale Capital in 2016. The Blue Whale Growth Fund (UCITS), which is available for MeDirect Malta customers, was launched in September 2020, following the original launch of the WS Blue Whale
Growth Fund in 2017. The fund is a long-only global equity fund focusing on developed markets.
Ingrid Micallef, head – Products & Marketing at MeDirect Malta, said: “We are looking forward to once again welcoming Stephen to a medirectalk and hearing his insights on how Blue Whale Capital continues to identify high conviction trades. Over the years, medirectalks have developed a strong reputation for providing investors in Malta with a broad range of high-quality information about various investment strategies. This is fundamental to MeDirect’s overall strategy of giving investors the information and tools they need to invest with confidence and autonomy. We are in no doubt that this free online event will prove valuable to all who attend.”