Funds Updates

 
 

Blue Whale Update: Seven Years – Investing Over the Full Market Cycle

October 15, 2024

In this article, Stephen Yiu reflects on the Blue Whale Growth Strategy’s impressive performance over the past seven years, navigating a full market cycle and global uncertainties. Looking ahead, the strategy remains focused on identifying high-quality businesses poised for growth, with the aim of delivering consistent outperformance for investors in the future.

Blue Whale Update: Transcendent Companies

March 18, 2024

In this article, Stephen Yiu, discusses how in today’s volatile landscape, Blue Whale Growth Fund maintains a steadfast commitment to its high-conviction approach.

Liontrust Quarterly Update

Market Update by Liontrust – Q4 2023

January 23, 2024

Final quarter of 2023 review of the High Yield Market & the Liontrust High Yield Bond Fund, together with the outlook for the High Yield Market in general.

Liontrust High Yield Fund Update

Market Update by Liontrust – Q3 2023

October 26, 2023

Third quarter of 2023 review of the High Yield Market & the Liontrust High Yield Bond Fund, together with the outlook for the High Yield Market in general.

Liontrust - Market Update, Q2, 2023

Market Update by Liontrust – Q2 2023

August 18, 2023

First quarter of 2023 review of the High Yield Market & the Liontrust High Yield Bond Fund, together with the outlook for the High Yield Market in general.

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