Watch a replay of Matt McLennan on Bloomberg TV, where he shared his thoughts the potential shift in leadership within market and what he favors most within the value segment.
Watch a replay of Matt McLennan on Bloomberg TV, where he shared his thoughts the potential shift in leadership within market and what he favors most within the value segment.
Preparing for retirement is perhaps the most important financial planning exercise that most Americans will ever engage in.
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
Watch a replay of Matt McLennan on Bloomberg TV, where he shared his thoughts on the current market volatility and how we seek to protect investors by taking a highly selective investment appr
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.
Watch Matt McLennan alongside Evercore ISI's Ed Hyman as they discuss what has changed in financial markets over the last year and what that means for the U.S. economy and markets.
"If you're a long-term investor, it matters less what's happening to the markets as a whole, and matters more what you can find bottom up. At the end of the day, we're not betting on being all into markets. We're selectively buying into markets around the world and I think that's the key distinction."
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.
“One of the things that's important that we do a little bit differently at First Eagle, is we don't define value just in purely statistical terms."
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.
Mount and Nadler
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