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Christian Putz is an Austrian-born hedge fund manager currently based in London. His fund has outperformed benchmarks this year during one of the more unpredictable periods in recent memory.
Behind this success is an understanding and appreciation of the big-picture macro environment. Only when that is taken into account does the fund look at individual stocks.
Right now the macro picture is mostly benign with the U.S. election looming. Many sectors remain strong. There are buying opportunities brewing, especially in the oil and gas industry.
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Not intended as investment advice.