Anthony Bolton was recently interviewed discussing his recent poor performance and his view overall. For those who do not know Anthony Bolton he is probably one of the most successful mutual fund managers of all time - compounding at like 19.5% over 30 years. He retired from active money management then recently came back to run the Fidelity Special Situations China fund. Since launch the fund has been incredibly volatile and has been underperforming relative to expectations. Recent performance aside, he is someone who definetely earned his investing chops based on his long-term track record.