Blue Whale's Yiu on finding the 'holy grail' of inflation-busting companies

Microsoft a 'favourite example'

Lauren Mason
clock • 2 min read
Blue Whale's Stephen Yiu
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Blue Whale's Stephen Yiu

Companies with the “double whammy” of high gross margins and superior pricing power are best set to weather current inflationary pressures, according to Blue Whale’s Stephen Yiu, who explained they are both less affected by rising costs and can increase their prices to outpace inflation.

CIO Yiu, who runs the £1.1bn LF Blue Whale Growth fund, said 2021's inflationary backdrop, which was caused by a reopening of economies after lockdown, has been exacerbated by "drastically limited supply"...

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