The Market Online - At The Bell

Join our daily newsletter At The Bell to receive exclusive market insights

Former AFL star Cerutty Macro Fund founder Chris Judd is joined by Nick Sladen from LSN Capital Partners who discuss construction products company Coventry Group (ASX:CYG), which has a market cap just below $170 million.

Mr Sladen argues there’s room for growth for the group that recently bought Steelmasters and also has a range of stores across Australia and New Zealand including Konnect Fastening Systems, Nubco, Fraser Coast Bolts, Artia Cabinet Hardware Systems and NZ Plank Hire.

CYG has been trading around $1.43 today.

Talk Ya Book was created by Chris Judd in 2019 as a show where fund managers could share their highest conviction investment idea but more importantly showcase their investment framework to the public.

In 2023, Chris joined the people he interviews in the world of funds management by creating the Cerutty Macro Fund. Chris is the founder and portfolio manager of the fund which looks to invest in long term, secular, macro trends.

Disclaimer: Juddcorp Pty Ltd ACN 635 629 631 is a corporate authorised representative (CAR) (CAR Number 1300536) of Boutique Capital Pty Ltd ACN 621 697 621 AFSL 508011.

The material provided in this article is for information only and should not be treated as investment advice. Viewers are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions. For full disclaimer information, please click here.

More From The Market Online
The Market Online Video

ASX Market Close: Bourse closes flat after Min Res AGM | November 21, 2024

Besieged Mineral Resources (ASX:MIN) Managing Director Chris Ellison told its AGM he deeply regrets his dodgy…
Man holding health IT icon

Alcidion inks deal with Vic health provider Peninsula for use of Miya Precision tech

Alcidion Group Ltd has signed a contract worth $3.7M to enable use of its Miya Precision…
Two Symal Group workers.

Quiet day one for Symal Group but slow ASX start no real surprise

Civil construction company Symal Group (ASX:SYL) had a relatively quiet first day after
Confused reader

MinRes’s Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

Who the MinRes Board has decided to move on faster may or may not be amusing,…