Outperformance Matters Presented by Blue Whale Capital
In a world full of noise, Outperformance Matters cuts through with clarity and conviction. Brought to you by the team at Blue Whale Capital, this podcast features thoughtful conversations with the investors behind the fund exploring the ideas, strategies, and stock stories driving long-term performance.Honest insight from the people making the decisions, designed to inform and challenge conventional thinking. Whether you’re an experienced investor or simply curious about what drives quality growth, join us as we explore the fundamentals of outperformance in a changing world. Capital at risk. Views we express on companies, asset classes and markets do no...
Episode 3 - AI: Hype vs. Reality
The excitement around AI is everywhere, but is it backed by real-world application? This episode tackles the bubble question head-on, sparked by a listener's query. Stephen Yiu and AI specialist Mo Mulla separate the spenders from the suppliers, arguing that the real opportunity lies with the "picks and shovels" of the AI revolution. We explore the staggering growth of Asian tech, the future of AI in medicine and robotics, and how to spot lasting value amidst the noise. If you're wondering how to invest in AI without getting burned by the hype, this episode is for you.
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Episode 2 - How (and why) To Be Contrarian
You cannot outperform by doing what everyone else does. Stephen Yiu builds on that simple idea and adds what most investors miss. This episode covers narrative shifts, decision timing, and the discipline to change your mind fast. No hype, just usable thinking drawn from recent market experience. There is a quiet win, a prudent exit, and a challenge to a comforting belief. If you are curious about where human judgment still trumps the model, this episode of Outperformance Matters is for you.
Capital at risk. Views we express on companies, asset classes and markets do not constitute I...
Episode 1 - Active vs Passive
Passive investing is gaining ground in the UK, driven by cold, hard logic. It’s a cheap way to get broad access to markets. But what if the machines have a blind spot?
Stephen Yiu, Chief Investment Officer of Blue Whale Capital, argues that outperformance can be found where automated strategies fall short.
Listen to this podcast to discover why 'alpha' lies not in tracking the past, but in funds that look to the future, anticipating market shifts before indices can react. From emerging tech giants to shifts in geopolitics, human insight is indispensable in an...
