The annual media frenzy surrounding the Chinese New Year - inflated this year by the news that Anthony Bolton will be trying his hand at investing in China - may eventually have subsided. But the case for investing in attractive Chinese businesses over the next 12 months remains robust, according to Charlie Awdry.
At age 31, Mr Awdry has managed to carve out a name for himself as manager of the Gartmore Chinese Opportunities Fund, taking over the reigns of the signature fund only five years after joining the investment manager as a graduate trainee. Mr Awdry's quick rise through the ranks sees him continually cropping up on lists of the City's 'rising stars'. And if you're looking for a pure China play, the Gartmore Chinese Opportunities Fund - launched more than 25 years ago - remains a favourite on adviser and analyst lists, having posted first-quartile returns over three, five and 10 years. Indeed, it remains one of the top performers in its sector.
As part of Gartmore's team of emerging markets specialists, Mr Awdry has clocked up hundreds of company meetings in China, and prior to taking over the fund, he spent six months working for the company in Hong Kong. Asked about Mr Bolton's arrival on his turf, Mr Awdry gives a diplomatic response: "Anthony Bolton is a very successful investor, and from my understanding of his investment process, he likes value. If a guy like that is coming into the market, it shows there is value, which is a pleasing sign."
