Phillip Hofflin’s fund has come off a strong 12 months of performance. He talks the GLP-1s economy, avoiding crowded trades, and Sydney’s best German pretzels.
Philipp Hofflin is a portfolio manager of the Select Australian equity fund at Lazard Asset Management. Lazard manages $1.4 billion in Australian equities.
It’s been a strong 12 months for the fund. What drove performance?
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