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In today’s Talk Ya Book, AFL legend turned Cerutty Macro Fund founder Chris Judd interviews Sunny Bangia of Blackwattle Partners.
They discuss $43.5 billion market cap company FICO (NYSE: FICO) (formerly Fair, Isaac and Company) that provides credit scoring for the lending institutions and software for credit management.
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.
