Fund of the week: Anthony Bolton’s contrarian outlook

Anthony Bolton, manager of Fidelity’s Special Values investment trust, has made a name for himself by going against the grain – buying undervalued shares with recovery potential.

Anthony Bolton, manager of Fidelity's Special Values investment trust, has made a name for himself by going against the grain buying undervalued shares with recovery potential.

And this year looks like it will be no different, says Richard Lander in The Daily Telegraph. While the rest of the market is nervous about consumer-related stocks, Bolton now says he thinks they look cheap. And while the media sector may look miserable to most of us, it accounts for 14% of Bolton's fund, thanks to the fact that share prices in the sector are at their lowest relative to the rest of the market since 1991.

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Emma Thelwell

Emma is a former digital journalist with more than 15 years of experience in national news in the UK and overseas. She was an assistant editor at MoneyWeek, covering property, funds, alternative investments and the share tips pages, then Emma moved on to The Daily Telegraph, first as a personal finance reporter and then as a business reporter. 

Emma also worked as a finance correspondent for Ninemsn (Australia’s Channel 9 online) in Sydney, Australia for just over a year, and since then Emma has worked at Channel 4 News as a reporter and producer, and she spent more than 4 years at BBC online. At present Emma is a senior manager for content and thought leadership at PwC.