The objective of the Blue Whale Investment Group is to consistently deliver meaningful positive returns for investors.

The objective of the Blue Whale Investment Group is to consistently deliver meaningful positive returns for investors by investing in a portfolio of 10 to 20 promising companies, weighted appropriately to balance risk and return. The most important principle upon which to premise an investment philosophy is to recognize that “there is no free lunch.” All investing involves trade-offs. For every perceived reward, there is some associated risk — whether perceived or not. Hence, it is incumbent ...

The objective of the Blue Whale Investment Group is to consistently deliver meaningful positive returns for investors by investing in a portfolio of 10 to 20 promising companies, weighted appropriately to balance risk and return. The most important principle upon which to premise an investment philosophy is to recognize that “there is no free lunch.” All investing involves trade-offs. For every perceived reward, there is some associated risk — whether perceived or not. Hence, it is incumbent upon every investor, tempted by the potential rewards of any investment, to ascertain the nature and magnitude of the risks involved.