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.
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