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You are here: Manager factsheet

Stephen Yiu

 FE fundinfo Alpha Manager
Blue Whale Capital LLP, Blue Whale Investment Funds IC
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Manager profile
Stephen is the lead manager of the WS Blue Whale Growth Fund and the Blue Whale Growth Fund (ICAV). Having started his working life in the Hargreaves Lansdown investment team, Stephen left the company in 2007 to pursue his interest in asset management. Having worked at New Star (now Janus Henderson), Artemis, and under Martin Taylor at Nevsky Capital, Stephen has gained broad and varied experience within the investment industry. Stephen set up his own fund management business in 2017 with a £25m backing from Peter Hargreaves, the co-founder of Hargreaves Lansdown. The firm's flagship WS Blue Whale Growth Fund has grown to manage over £1bn in assets and was voted Best Fund of 2020 at the Shares Magazine Awards.
Total return for Stephen Yiu
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Stephen Yiu

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Stephen Yiu 40.7 9.3 -26.3 27.7 21.8 18.6 9.7 - - -
Peer Group Composite 20.8 2.8 -9.2 27.3 5.7 10.6 0.7 - - -
Over / Under 19.9 6.5 -17.1 0.4 16.1 8.0 9.0 - - -
Performance vs peer group composite: Stephen Yiu
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
6 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
WS Blue Whale Growth Lead manager IA Global since Sep 11 2017 to present
Blue Whale Growth Lead manager FO Equity - International since Sep 25 2020 to present
Funds managed previously
Fund Periods
Artemis UK Select since Jul 01 2009 to Feb 28 2013
Artemis Pan European Hedge since Sep 01 2009 to Feb 28 2013
HL Multi Manager Balanced Managed since Jan 31 2004 to Jan 31 2006
HL Multi Manager Special Situations since Jan 31 2004 to Jan 31 2006
HL UK Income since Jan 31 2004 to Jan 31 2006
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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