Outperformance Matters Presented by Blue Whale Capital
Episodes
Do Your Homework - Episode 7
16 Feb 2026
Contributed by Lukas
When markets turn south, the hard work should have already been done long beforehand. In this episode, Stephen Yiu explains the professional investor’...
Culture eats (strategy) for breakfast - Episode 6
18 Dec 2025
Contributed by Lukas
They say culture eats strategy for breakfast, but what does a winning culture actually look like? In this festive episode of Outperformance Matters, S...
The Value of Everything - Episode 5
28 Nov 2025
Contributed by Lukas
Value is a misunderstood term in investing. Or maybe mis-applied. In this episode of Outperformance Matters, Chief Investment Officer of Blue Whale Ca...
Episode 4 - The Courage of Convictions
17 Oct 2025
Contributed by Lukas
Most active fund managers fail to beat the market, but some find success through a distinctive approach. In this episode of Outperformance Matters, Ch...
Episode 3 - AI: Hype vs. Reality
18 Sep 2025
Contributed by Lukas
The excitement around AI is everywhere, but is it backed by real-world application? This episode tackles the bubble question head-on, sparked by a li...
Episode 2 - Contrarian Investing: How to Stay Ahead of The Curve
04 Sep 2025
Contributed by Lukas
You cannot outperform by doing what everyone else does. Stephen Yiu builds on that simple idea and adds what most investors miss. This episode covers ...
Episode 1 - The Matrix: Active vs. Passive
01 Aug 2025
Contributed by Lukas
Passive investing is gaining ground in the UK, driven by cold, hard logic. It’s a cheap way to get broad access to markets. But what if the machines...