Bolton, the bottom picker

Anthony Bolton

Submitted on 01/05/2009

Anthony Bolton is about as close as the British investment community gets to a well-known “investment sage”. Now semi-retired from Fidelity International, Bolton has a long-term record of Buffet-esque quality - so we should sit up and take note when he says stocks are looking cheap. And that’s the clear conclusion in his latest FT Money column - although we’d note that it takes Bolton almost 900 words to get there - by way of repeated warnings that he doesn’t like to call turning points in the market; that he can only do so humbly knowing “that second-guessing Mr Market is very difficult”; and that “professional investors have a poor record at predicting the direction of markets, which tend to move in a direction that makes the majority wrong.”

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