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Expert: Chris Judd - The biggest change creates the biggest opportunities
The first act of Chris Judd's career was as a premiership-winning, dual Brownlow Medal-winning footballer. His second act is a macro fund manager. Judd is the Founder & Portfolio Manager of Cerutty Macro Fund, a fund looking to capitalise on some of the biggest structural shifts in the global economy,
In today’s episode we speak to Chris about:
His journey from football to funds management
His investment philosophy at Cerutty
Why liquidity is such an under-appreciated factor for all investors
An example of a big structural trend - Decarbonisation - and examples of investment opportunities…
The skinny
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