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Smart investors have been missing out on the greatest theme of our time.

Five-star fund manager Stephen Yiu of Blue Whale Capital argues that even smart investors have overlooked what he considers the greatest investment theme of our time: the rise of intangible assets. In an interview with MarketWatch, Yiu explains that companies increasingly derive value from intangible assets like intellectual property, software, and brand recognition rather than traditional physical assets. He believes that this shift has not been fully appreciated by the market, leading to mispricing of companies with strong intangible assets. Yiu's fund focuses on investing in such companies, and he cites Microsoft and Alphabet as examples of firms that have successfully leveraged intangible assets to drive growth and profitability. He advises investors to recognize the importance of intangible assets when evaluating potential investments.

Read the Full MarketWatch Article at:
[ https://www.marketwatch.com/story/this-five-star-fund-manager-says-even-smart-investors-have-been-missing-the-greatest-theme-of-our-time-393b40ba ]