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