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SCOUT· 35%50m·2026-10-21·Money
SCOUT· 35%50m·2026-10-21·MoneyPicking Winners: Can Concentration Keep Paying Off? with Stephen Yiu
Many Happy Returns · 241
The Blue Whale Growth Fund has delivered outsized returns since its inception nine years ago. Recently those returns have come from concentrated bets on the picks and shovels behind the AI boom. We talk to Stephen Yiu, Chief Investment Officer, about how he picks stocks, when he decides to sell, and what the recent…
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