While some are cautious and flag risk ahead, fund manager Stephen Yiu and his Blue Whale Growth Fund remain invested in many of the stocks behind the rally, including Nvidia . On CNBC's Pro Talks, Silvia Amaro will ask the outperforming investor where he sees opportunities and risks in the current market. Watch Pro Talks live on Wednesday, December 18, at 12 p.m. London / 8 p.m. Singapore / 7 a.m. Yiu is a portfolio manager at the U.K.-based Blue Whale Growth Fund and manages $1.4 billion in assets. To watch Stephen Yiu's top investment ideas, click here to join CNBC Pro Talks on Wednesday, December 18, at 12 p.m. London / 8 p.m. Singapore / 7 a.m.

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Persons: Stephen Yiu, Silvia Amaro, Yiu, outsized, Hargreaves, Peter Hargreaves, Hargreaves Lansdown, Stephen Yiu's, Dan Clifton, Carter Worth Organizations: Growth Fund, Nvidia, CNBC Pro, Microsoft, Growth, CNBC, Trump Locations: London, Singapore, Washington