Outperformance Matters Presented by Blue Whale Capital

When markets turn south, the hard work should have already been done long beforehand. In this episode, Stephen Yiu explains the professional investor’s approach to volatility, applying the same rigour as always but with the added pressure of falling markets. It comes down to knowing the companies in your portfolio well enough to know if the market has got it wrong. You can’t avoid doing your homew...

They say culture eats strategy for breakfast, but what does a winning culture actually look like? In this festive episode of Outperformance Matters, Stephen Yiu is joined by investment analyst Sam Herlihy to dissect the core behaviours of elite teams. From the cut-throat environment of professional football to the rigid discipline of the military, they discuss whether the barracks and the dressing...

Value is a misunderstood term in investing. Or maybe mis-applied. In this episode of Outperformance Matters, Chief Investment Officer of Blue Whale Capital, Stephen Yiu explains how his early career shaped the views on value he still holds today. Also in this episode: bubbles and what’s driving them in markets. And the regular section busting myths in investment. Appropriately for an episode cover...

Most active fund managers fail to beat the market, but some find success through a distinctive approach. In this episode of Outperformance Matters, Chief Investment Officer of Blue Whale Capital, Stephen Yiu, argues that high conviction is one of the most effective paths to beating the market. Stephen reveals the personal experience that encouraged him to embrace a concentrated portfolio of just 2...

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...

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...

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 t...