Voice from the audience
In general I think it is very important to have guest speakers at University who allow the students to get to know some insights of their businesses and their companies. Of course, it is a great opportunity for us as students to listen to people like Anthony Bolton from Fidelity. In his guest lecture I learned something about the way investors analyze a company and some other things, e.g. that it is important to make sure that your investment decisions should always fit with your character. It’s a great chance to get into a dialogue with top-performing business professionals like Anthony Bolton and I really appreciate further speeches like that at Fudan.
Matthias Recktenwald – Exchange student
王金龙 – 07秋5班
Listen to the wisdom
I really appreciate the lecture given by Anthony Bolton, one of the best investor all over the world today. It’s a great chance to hear the voice from the master in the field of investment face to face.
Mr. Bolton is so humble and approachable. He showed us a fantastic presentation today which touched me a lot. The presentation showed us the real life which is always intensive and creative. Investors confront with the piles of information and tempter; a tiny mistake may mean a huge disaster to them. Thousands of investors are forgotten in the long history and the greatest one are remembered. Mr. Bolton is one of them. His experiences on investment are wise and effective.
Hear direct from the management.
Try and think two moves ahead of the crowd.
Seek ideas from a wide range of sources.
Re-examine your investment thesis at regular intervals.
Etc.
All of these are so precious to our Chinese MBA students most of whom are willing to join the industry of investment banking.
No pains, no gains, however, the most sentence that moved me today is “learn from the lessons”. No matter how great an investor is, he has ever made some mistakes, thus, how to learn and how much he could learn from the lessons is the most important.
Mr. Bolton also analyzed the situation of recent environment of investment of China, which also taught us a lot.
It’s a great presentation, and I like it very much.
朱萌 Michael Zhu – 07秋2班
A hunger for analysis, flexible conviction, detailed generalist, right temperament, desire to win, integrity, independent thinking, experience, being happy to go against the crowd are the key qualities of a good fund manager in Mr. Anthony Bolton's eyes. Mr. Bolton himself is exactly that kind of person. In addition to all kinds of stories about him, Mr. Bolton's wonderful presentation at Fudan University last Friday has provided us a good chance to watch a master of investment from a few meters away. His calmness, grace and insight impressed us a lot.
"Be happy to go against the crowd," said Mr. Bolton. It is much easier to say than to do so. But that is how Mr. Bolton has done for the past thirty years and how he has succeeded. Anthony Bolton means the great contrarian!
戴建华 Joshua Dai – 07秋2班