Lead manager of the Peter Hargreaves-backed Blue Whale Growth fund Stephen Yiu has outlined some of the top tech sector opportunities available in a post-coronavirus world, with his top performing fund currently targeting stocks across medical technology, card payments and traditional tech giants.
The £410m AUM Blue Whale Growth fund has returned 66.5% since its September 2017 launch, surpassing its IA Global sector's average of 22.7% over the same period, according to FE fundinfo. Peter Hargreaves: Coronavirus crisis has been 'salutary' lesson for traditional fund managers It has also performed well throughout the coronavirus-induced market volatility seen in 2020, returning 17.4% YTD, compared to its sector's 2.3% return, reflecting the outperformance of technology stocks over the period. Some of Blue Whale Growth's largest holdings include constituents of the Nasdaq 100, ...
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