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Is Bolton a Harbinger?

Reports Mark Hoskin, 9th April 2010

In 1999 Framlington launched the Framlington Net Net fund. It seemed crazy even at the time, but was taken up with gusto by the retail market, just before the market crashed.

In April of 2010 Anthony Bolton launched his China Special Situations fund, the only crazy thing being that he doesn't speak Chinese, has not invested in China before and doesn't have clearance yet to invest directly in China. Institutions don't seem that keen, but the retail market has picked up the baton. Is this a sign to sell out of China?

See FT - Institutions lukewarm on Bolton's China Fund


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