Nintendo 'biggest disappointment' of 2021 for Blue Whale's Stephen Yiu

Review of LF Blue Whale Growth fund holdings

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

A global shortage of microchips in 2021 delayed the launch of the Nintendo Switch Pro, which led to Nintendo being the “biggest disappointment” among the holdings in the £1.1bn LF Blue Whale Growth fund.

In an update to investors, Stephen Yiu, chief investment officer at Blue Whale Capital and manager of the fund, said that consumers were left "underwhelmed with a mediocre Switch upgrade instead" by Nintendo...

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