How to Invest for Growth, with Stephen Yiu | Ep.87
This week we meet Stephen Yiu, CIO and Managing Partner of the Blue Whale Growth Fund. We discuss the rise of AI, have FAANG stocks had their day, and how Blue Whale's bottom-up approach to investing works.\n\nGet free alerts on market movers at www.thearmchairtrader.com\n\n00:00 Intro to the Blue Whale Growth Fund\n01:07 Stephen's career background\n01:55 The shift in the market and how investor habits should change\n05:28 What characteristics of companies does Stephen look for when stockpicking?\n08:22 What is it about Microsoft that keeps it in the Blue Whale portfolio?\n11:00 The technology sector and why the FAANGs are less attractive\n13:38 Is the AI story overhyped?\n18:45 How do you account for geopolitical risks in a global portfolio?\n25:14 Applying ESG considerations to investments