In this week’s Talk Ya Book, football great turned Cerruty Macro Fund portfolio manager, Chris Judd discusses Frankfurt airport operator Fraport AG (FWB:FRA) with equities analyst Jack Trengove from Lanyon Asset Management.
Jack Trengove also moved from AFL to a funds management career, having played for Melbourne Football Club and Port Adelaide Football Club as a midfielder.
He says the Frankfurt airport is the sixth busiest in Europe and sixteenth busiest globally.
Fraport operates about 30 airports in countries including Greece, Slovenia, Turkey, Peru and Russia.
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.
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