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Blue Whale

  • Magnificent Seven magic is ‘dead’, says top tech investor

    Investing

    For years, investors have relied on the Magnificent Seven to provide massive returns. Now, one of its biggest beneficiaries has said that strategy is “mostly dead”. The small group of giant tech stocks has seen a tripling of its total weight in the S&P 500 over the last decade, and now makes up around a [...]

  • London Stock Exchange Group upgraded ahead of results

    Investing

    Analysts have upgraded London Stock Exchange Group as investors prepare for the bourse’s full-year results next week, with hopes that a further share buyback programme will be announced. In a research note today, RBC Capital Markets analysts upgraded the London Stock Exchange Group’s target price from 11,600p to 12,500p. The stock is currently sitting at [...]

  • Meet the Fund Manager: Stephen Yiu talks Meta, Nvidia and AI boom

    Meet the Fund Managers

    In this weekly series, investment reporter Elliot Gulliver-Needham sits down with a fund manager for a Q&A. This week, we’re hearing from Stephen Yiu, manager of the Blue Whale Growth fund.

  • Meet the fund manager: Stephen Yiu on Meta, Nvidia and cashing in on the AI boom

    April 29, 2024

    In this weekly series, investment reporter Elliot Gulliver-Needham sits down with a fund manager for a Q&A. This week, we’re hearing from Stephen Yiu, manager of Blue Whale Growth fund.

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