Microsoft

As Blue Whale Capital turns three, founder and fund manager Stephen Yiu talks to James Baxter-Derrington about how he has navigated Covid-related volatility and why he continues to shun the most discussed tech names

Where now for the sector?

Manager buys low to get high returns

Initial focus on migrating products to Azure

Making up for lost ground

Zoom undergoing 'hockey stick phase of growth'

Some companies will 'only become stronger'

Investors can play an important part in recognising innovations and accelerating their adoption

Blue Whale Growth up 17.4% YTD

Political and economic fireworks could spell trouble across the pond