Chris Judd, Director and Portfolio Manager of the Cerutty Macro Fund, shares insights into the fund’s flexible investment approach and its focus on small ASX-listed stocks. He discusses key trends like Australia’s cost-of-living crisis, successful contrarian plays, and how the fund balances macro-driven themes with stock selection.
Click here for more information about the Cerutty Macro Fund or email info@ceruttymacrofund.com.au.
