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Blue Whale's manager on ChatGPT, Meta and an energy stock for growth

Blue Whale's manager on ChatGPT, Meta and an energy stock for growth

INVESTING SHOW: Blue Whale Head on ChatGPT Threat to Google, Where Meta Got It Wrong, and Why It Bought Energy Stock for Growth

Blue Whale’s strong performance in the early years earned it a place in many investors’ portfolios, but as growth stocks suffered last year, so did the fund.

Manager Stephen Yiu joins Simon Lambert at the Investing Show to discuss the performance and holdings of the Blue Whale Growth Fund.

He explains why rapidly rising interest rates have hit the market so hard and hampered even high-quality companies, such as those Blue Whale is looking for, and how the outlook for investing has changed.

Stephen also talks to Simon and Richard Hunter about why he no longer owns any FAANG shares but backs Microsoft and what made him choose an unusual name for a growth fund, energy stock Canadian Natural Resources.

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