Stephen co-founded Blue Whale Capital with Peter Hargreaves, co-founder of Hargreaves Lansdown, in 2016. He is the Chief Investment Officer at Blue Whale Capital and Lead Manager of the Blue Whale Growth Fund. The Fund was launched in September 2017 with £25m in seed capital and is a long-only global equity fund focusing on developed markets.
Stephen adopts a high conviction, active approach based on bottom-up, fundamental research. Since launch, the Fund has delivered net annualised return in excess of 15%. It is one of the top-performing funds in the IA Global sector and is presently ranked #4 since inception.
Stephen started his career at Hargreaves Lansdown before working with Tim Steer as a co-manager at New Star Asset Management (now Janus Henderson) and Artemis Investment Management. Most recently, Stephen worked under Martin Taylor and Nick Barnes at Nevsky Capital, a global long-short equity hedge fund.
Keynote
Asset Management - Boutique
Public Equity, Global
Jon Henry
Baillie Gifford and Co
Jon is a Client Service Manager in the Clients Department. He joined Baillie Gifford in 2011 and looks after clients invested in the Global Alpha Strategy. Jon previously spent three years at AEGON Asset Management in the Regulatory and Operational Risk Department. He graduated MA (Hons) in Business Studies from the University of Edinburgh in 2007.
Keynote
Asset Management - Large
Global, Investment Trust
Symon Stickney
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Symon Stickney – CEO/Founder. Symon has 20 years global institutional investment experience across multiple investment disciplines including securitization, private equity and equity derivative trading. Prior to ISG, Symon held a senior management position at one of the largest global life insurance businesses where he created a wealth management investment program as well as the investment product range for the UK market.
Symon has built ISG into a cutting edge fintech business delivering tailored research, investment solutions and technology to a global B2B client base.
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Keynote
Investment Services
Asset Allocation
Corporates
Company backgrounds and useful links.
Blue Whale Capital
Stephen Yiu
Blue Whale Capital is a boutique asset management firm based in London. The firm was set up with the aim of challenging the status quo within the investment management industry. The firm’s assets under management surpassed £300 million in 2020.
Blue Whale Capital’s flagship LF Blue Whale Growth Fund was launched in September 2017 and is presently the firm’s only fund offering. The Fund has a truly active, two-pronged investment process focused on both bottom-up fundamentals and valuation.
The investment team perform rigorous fundamental analysis on each investment that meets their criteria. They are strong advocates of adopting a high conviction approach towards global stock selection and will invest in their best 25 - 35 ideas. The team feel that this, aided by their philosophy of carrying out independent research, will be critical in their mission to consistently achieve significant outperformance of the relevant market index.
Keynote
Asset Management - Boutique
Public Equity, Global
Baillie Gifford and Co
Jon Henry
Baillie Gifford’s sole business is investment management. Since the company was founded in 1908 it has been a partnership. Today it is owned by 43 partners all of whom work in the business.
We currently manage or advise some £173bn on behalf of clients worldwide.
Keynote
Asset Management - Large
Global, Investment Trust
Symon Stickney
Independent Strategic Group (ISG) is a Fintech Group dedicated to digitalising investment management solutions through a B2B approach. We provide an investment management engine to power tailored and bespoke investment processes across the investment ecosystem. The engine delivers automated and flexible portfolio management intelligence, decision making, risk management and reporting on a white labelled basis using cutting edge technologies.
Our client centric solutions can be delivered in several ways; research, investment management or technology.
We can work with clients from across the spectrum: our core markets are Single and Multi Family Offices, Discretionary Fund Managers, Investment Advisors and Actuaries
