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In today’s episode of Talk Ya Book, former AFL great, now Cerutty Macro Fund portfolio manager Chris Judd speaks with Claremont Global head Bob Desmond.
They discuss the California-based life sciences company Agilent Technologies (NYSE:A) which sells instruments, software and consumables to laboratories.
The nearly US$42 billion market cap stock has been trading above US$140.
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.
Last year, Judd created the Cerutty Macro Fund. He’s the founder and portfolio manager of the fund which looks to invest in long term, secular, macro trends.
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.
