Insights

Nov 18, 2016

While we don’t have a crystal ball at First Eagle, we do have a sense of current valuations and of the underlying vulnerabilities in the system. If the broader markets themselves are priced for low returns, investors who choose passive vehicles face the prospect of singularly disappointing returns over the long term.

Nov 09, 2016

This morning’s election results once again drove home the futility of human efforts to predict the future.

Jun 24, 2016

The United Kingdom’s vote to leave the European Union has already led to signficant turbulence in global currency and securities markets. Beyond this immediate reaction, we believe that political and economic uncertainty could continue for several years as the UK negotiates its new relationship with the EU.

Jan 27, 2016

In March 2015 First Eagle Investment Management’s Global Value Team launched a new strategy that focuses on international small-cap value stocks. In this PMs’ Perspective, Mark Cooper and Manish Gupta, managers of the new strategy, explain how and why we’ve created it.

Jul 22, 2015

In the past few years, gold and gold-mining stocks have been among the weakest performers in our Global Value and International Value strategies. Given the dramatic decline in some of these holdings, clients have questioned their presence in our portfolios. We believe that gold and gold-mining stocks continue to have a fundamental place in our Global Value and International Value strategies. We’ve organized this paper around the three major reasons for this conviction.

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Contact Us

Head of Institutional

Doug Meyer, CFA
doug.meyer@feim.com
212.698.3013

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