Top picks from Kim Bolton, president and portfolio manager of Black Swan Dexteritas FOCUS: technology stocks
Kim Bolton, president and portfolio manager of Black Swan Dexteritas, shares his outlook on the market.In December, global financial markets posted a mixed performance to conclude 2024 as investors adjusted their positions in anticipation of policy shifts under the incoming Donald Trump administration.
Your BSD Global Tech Hedge Fund finished 2024 with very respectable returns and a performance that is in the top quartile of hedge fund managers. January 2025 started with a continued deterioration in global stock markets, but in the second half of January the stock market’s brief downturn appears to be ending, driven by better-than-expected inflation data, solid economic growth and a business-friendly Trump administration.
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