first_imgSimply click below to discover how you can take advantage of this. I would like to receive emails from you about product information and offers from The Fool and its business partners. Each of these emails will provide a link to unsubscribe from future emails. More information about how The Fool collects, stores, and handles personal data is available in its Privacy Statement. Image source: Getty Images Enter Your Email Address Matthew Dumigan | Saturday, 21st November, 2020 I’m sure you’ll agree that’s quite the statement from Motley Fool Co-Founder Tom Gardner.But since our US analyst team first recommended shares in this unique tech stock back in 2016, the value has soared.What’s more, we firmly believe there’s still plenty of upside in its future. In fact, even throughout the current coronavirus crisis, its performance has been beating Wall St expectations.And right now, we’re giving you a chance to discover exactly what has got our analysts all fired up about this niche industry phenomenon, in our FREE special report, A Top US Share From The Motley Fool. Renowned stock-picker Mark Rogers and his analyst team at The Motley Fool UK have named 6 shares that they believe UK investors should consider buying NOW.So if you’re looking for more stock ideas to try and best position your portfolio today, then it might be a good day for you. Because we’re offering a full 33% off your first year of membership to our flagship share-tipping service, backed by our ‘no quibbles’ 30-day subscription fee refund guarantee. Teresa Kersten, an employee of LinkedIn, a Microsoft subsidiary, is a member of The Motley Fool’s board of directors. Matthew Dumigan has a position in the Blue Whale Growth fund. The Motley Fool UK owns shares of and has recommended Mastercard, Microsoft, PayPal Holdings, and Visa and recommends the following options: long January 2021 $85 calls on Microsoft, short January 2021 $115 calls on Microsoft, and long January 2022 $75 calls on PayPal Holdings. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.center_img Our 6 ‘Best Buys Now’ Shares Click here to claim your copy now — and we’ll tell you the name of this Top US Share… free of charge! Best investments for 2020: Why I’m investing in Stephen Yiu’s Blue Whale Growth fund “This Stock Could Be Like Buying Amazon in 1997” Since its inception in September 2017, the LF Blue Whale Growth fund has delivered an eye-watering 67.1% return to investors. That figure represents an outperformance of the IA Global Sector by a whopping 43.1%.Such an impressive performance certainly warrants a closer inspection. In particular, for investors looking to maximise their potential returns through investing in a diverse range of funds and shares. As such, I’m going to take a closer look at the Blue Whale Growth fund, exploring the key reasons behind its bumper performance and whether it looks like it can be sustained.5G is here – and shares of this ‘sleeping giant’ could be a great way for you to potentially profit!According to one leading industry firm, the 5G boom could create a global industry worth US$12.3 TRILLION out of thin air…And if you click here we’ll show you something that could be key to unlocking 5G’s full potential…Aggressive growth strategyWith the support of four analysts, Stephen Yiu manages the Blue Whale Growth fund. Together, the team has constructed a global equity fund with a strong growth style bias. Yiu predominantly invests in US equities and in particular, companies within the tech sector. This explains the primary catalyst behind the fund’s exceptional performance.A range of recognisable names populate the fund’s top 10 holdings, with Microsoft being the largest (8.2% allocation). Furthermore, Yiu has allocated around 15% of the fund to Visa, Mastercard, and PayPal.That said, Yiu doesn’t shy away from adding value through picking up stocks trading at a discount. For example, medical equipment company Stryker was added to the portfolio earlier in the year after a major sell-off that left the company’s shares appearing undervalued.An optimal level of diversificationAlthough Blue Whale predominantly invests in tech companies, the fund’s holdings are amply diversified in my view. For example, Yui holds companies from the medical, financial services, and industrial support services sectors. After all, any further diversification away from software and computer services risks coming at the expense of lesser returns, considering the growth potential behind many of these firms.Furthermore, despite a heavy leaning towards the US in terms of geographical diversification, the fund contains several Dutch, French, and German companies. Ultimately, given the US’s huge market share, this seems an appropriate geographical spread for maximising potential returns in my eyes. Not to mention the dominance of the US tech sector.A look ahead to the futureInevitably, investors will be wondering whether Yiu’s success can continue moving forward. After all, we’re all aware of the risks that come with investing in active funds. Additionally, it’s vital to remember that past performance is never a guarantee of future returns.Nevertheless, I’m confident Yiu’s strategy could continue to deliver above-average capital growth for investors over the long term. What’s more, despite the fund being relatively new on the scene, Yiu carries 17 years of industry experience at a high level.Overall, despite the absence of a long track record, I think the Blue Whale Growth fund looks set to continue outperforming over the long run. In my view, that’s thanks to a combination of the fund’s long-term growth strategy and Yiu’s exceptional stock selection.Of course, with just 25 to 35 holdings in the fund, I’d be inclined to diversify further. As such, I think investing in a mixture of other funds and shares could compliment a portfolio containing an allocation to the Blue Whale Growth fund.  See all posts by Matthew Dumiganlast_img read more