News

Apr 29, 2019

Value Investor Insight featuring Matt McLennan and Kimball Brooker

It’s by design that companies in Matthew McLennan’s portfolios aren’t exactly those that set investors’ hearts racing with excitement. “We’re happy to own businesses with what we consider a gradual positive drift to them,” he says. In this article, Matthew McLennan and Kimball Brooker describe how they assess “fade risk” in a number of industries, what makes them uneasy about the state of the world today, why their exposure to gold is higher than normal, and why they see mispriced value in Fanuc, Orkla, Schlumberger, Jardine Matheson and Weyerhaeuser.

Jan 03, 2019

Matt McLennan on WealthTrack

Watch Matt McLennan alongside Evercore ISI's, Ed Hyman, as they discuss what has changed over the last year and what that means for the U.S. economy and markets.

Dec 06, 2018

Barron's | A Top Manager Sees a Stock Market Rally Nearing Its End

What should investors do to prepare for 2019? Curb their enthusiasm, for one. With threats ranging from increasing debt to tightening fiscal policy, McLennan believes investors should be "realistic" rather than "too optimistic" about the coming year. That said, volatility can be an opportunity to buy solid stocks at reduced prices, he notes. McLennan looks for companies that have "resilience" across their business, from corporate culture to balance sheets. Read on for his picks.

Sep 21, 2018

Matt McLennan on Bloomberg TV

"We go wherever we can find what we believe are good businesses with a "margin of safety" and price. And the U.S. does not have a monopoly on great businesses.

Jun 26, 2018

Matthew McLennan on Bloomberg Markets

Market participants are on edge as investors weigh global trade disputes, political insurgency in Europe, of course, and diverging global central bank policy.

May 21, 2018

Advisor Perspectives | First Eagle Global Fund

Matt McLennan and Kimball Brooker, managers of First Eagle Global Fund (SGENX), recently spoke with Advisor Perspectives to discuss the Fund’s go-anywhere approach.

Apr 20, 2018

Matthew McLennan on Bloomberg Markets

The short term zigs and zags don't worry us as much. What worries us a little bit more is when we stand back and look at the market environment today, a lot of things have gone right.

Ticker.com | Income Builder through Value Investing

Valuation drives everything, according to Sean Slein and Kimball Brooker, portfolio managers of the First Eagle Global Income Builder Fund. Investing with a perceived “margin of safety” in equities and fixed income, the fund aims to provide both current and future income.

Apr 09, 2018

Investor's Business Daily | First Eagle High Yield Fund Among Top Bond Funds

First Eagle High Yield Fund named one of the top bond funds in IBD’s 2018 Best Mutual Fund Awards. Read the full article to learn more.

Mar 13, 2018

Matthew McLennan on Bloomberg Markets

Watch Matthew McLennan, Head of First Eagle’s Global Value Team, as he disscuses his view on the current market environment and debt levels. 

 

 

 

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