In this article Andrew Park, Senior Alternative Strategies Director, and Christian Champ, Portfolio Manager, discuss the Credit Opportunities Fund’s flexible approach, where they believe alternativ
Watch Matt on Bloomberg TV as he discusses why gold may be a wise choice as a potential hedge, particularly amidst the current inflationary environment, why Bitcoin and gold can coexist together an
"I think in an environment like that, it's both re-grounding oneself and focusing on cashflow generative businesses, things that have survived the test of time and they could still hold their value in a moment of market panic."
First Eagle Overseas Fund was recently featured in Advisor Perspectives, as managers Matt McLennan, Kimball Brooker and Alan Barr discussed the long-term outperformance of the Fund and you should l
The managers of a stock fund that has been an industry leader for 20 years tells us how they take advantage of devastating market shocks - and reveal 4 surprising bets for the next 10 years.
Matt McLennan, Kimball Brooker and Manish Gupta managers of First Eagle Global Fund, recently spoke with Advisor Perspectives to discuss the Fund’s go-anywhere approach and investment philosophy centered on the protection of wealth with the primary objective of avoiding permanent impairment of capital.
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.