From Chaos to Code: Kim Bolton’s Quantum Comeback
Quantum Bets in a Volatile World: How Kim Bolton Is Positioning for the Next Tech Supercycle

In the ever-churning sea of market volatility, Kim Bolton stands firm at the helm of Black Swan Dexteritas, guiding his technology-focused hedge fund through turbulent currents with strategic precision. As April and May of 2025 brought waves of policy-driven panic and a tug-of-war between fear and greed, Bolton’s commitment to long-term growth themes in tech proved as unwavering as ever. Now, with markets cautiously recovering from tariff-induced shocks, Bolton’s latest top picks are not just bold—they’re visionary.
The broader market narrative of the past two months has been one of anxiety. Trade tensions flared, policy rhetoric whiplashed investor sentiment, and equities bounced with every hint of diplomatic thaw. In this uncertain macro environment, tech has reclaimed its spotlight—not because the noise has died down, but because the fundamentals of innovation continue to cut through the static. Investors are once again seeking shelter in high-conviction growth names, particularly in emerging technologies that promise to redefine the limits of computing and intelligence.
Kim Bolton’s BSD Global Tech Hedge Fund maintains a strategic balance—currently holding a 7% cash position with the rest deployed across a concentrated basket of leading tech vendors and users. Additionally, the fund has hedged 15% of its notional equity exposure, poised to expand should the market falter. It’s a war chest structured for both offense and defense, reflecting the dual reality of opportunity and risk that defines today’s investment landscape.
