Pulse Webinar: Maximising Performance with Explosive Growth Opportunities

In fund management, style labels like “value” or “growth” matter less than one fundamental question: is your portfolio maximising outperformance?

In this Pulse Webinar, Stephen Yiu, CIO of the Blue Whale Growth Fund, outlines how Blue Whale identifies the true quality growth outperformers, companies capable of materially and sustainably beating the market. Stephen shares how his team looks beyond style-box investing to focus on three types of growth:

• Steady Growth – durable businesses like Visa and Mastercard that generate reliable cash flows, with opportunities unlocked by valuation inflection points.
• Recovery Growth – high-quality companies facing temporary headwinds, such as biologics players post-pandemic, which can rebound strongly when conditions normalise.
• Explosive Growth – the rare businesses on the cusp of exponential change, such as Nvidia and European defence leaders, where structural or technological shifts propel revenues dramatically higher.

This framework sets Blue Whale apart, combining rigorous research with a concentrated, high-conviction portfolio to capture sustainable, repeatable outperformance.