Kim Bolton, portfolio manager of Black Swan Dexteritas
Focus: Technology stocks

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FUND DETAILS

Black Swan Dexteritas' Fund Profile

Kim Bolton of Black Swan Dexteritas gives his outlook for the markets.

Black Swan Dexteritas Inc. (BSD) was founded in 2012 by Kim Bolton and is a technology-focused investment management firm. BSD’s objective is to achieve superior performance in the markets by utilizing a bottoms-up approach in finding mispriced stocks within the technology sector and diversifying within various subsectors to minimize risks while maximizing returns. At BSD, we work closely with each client to understand their return and risk objectives, which may span from capital preservation to cash flow generation.

 

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TOP PICKS

RED HAT (RHT.N)

TWITTER (TWTR.N)

ACTIVISION BLIZZARD (ATVI.O)

 

DISCLOSURE PERSONAL FAMILY PORTFOLIO/FUND
RHT Y Y Y
TWTR Y Y Y
ATVI Y Y Y

 

PAST PICKS: JUNE 1, 2018

Kim Bolton's Past Picks

Kim Bolton of Black Swan Dexteritas reviews his past picks: The ZLB, the XLP and the ZID.

DASSAULT SYSTEMES (DSY.EPA)

  • Then: €121.20
  • Now: €121.65
  • Return: 0.4%
  • Total return: 0.4%

INFINEON TECHNOLOGIES (IFX.ETR)

  • Then: €23.60
  • Now: €21.96
  • Return: -7%
  • Total return: -7%

TENCENT HOLDINGS (HKG: 700)

  • Then: HKD 404.00
  • Now: HKD 396.00
  • Return: -2%
  • Total return: -2%

Total return average: -3%

 

DISCLOSURE PERSONAL FAMILY PORTFOLIO/FUND
DSY Y Y Y
IFX Y Y Y
TENCENT Y Y Y

 

WEBSITE: www.bsdmi.com