A Bolton from the blue

The news Anthony Bolton has emerged from his mentoring role at Fidelity and put himself firmly back on the frontline of investment management running a China fund for Fidelity has generated huge interest across our industry.

Bolton’s reputation is such that his new venture will have very little problem raising significant funds from both the retail and institutional community. However, once the initial surprise of the announcement died down, questions were asked as to timing and reasons for the move. Bolton is, after all, hardly trailblazing by moving to Hong Kong while pointing to China as the future hotbed of opportunity for investors. Seasoned Bolton watchers will point to the fact he has long been a fan of China and has previously opined UK managers need to ensure they fully understand the region. Ann...