Insights

Nov 20, 2019

"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."

Nov 04, 2019

Private Debt Investor talks to First Eagle's Tim Conway about managing through credit cycles. Use the arrows below to navigate through the presentation.

Sep 13, 2019

The use of gold as a potential hedge against extreme market outcomes has long been a key tenet of First Eagle’s investment philosophy.

Jul 24, 2019

“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."  

Apr 26, 2019

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.

Contact Us

Head of Institutional

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

To continue, please confirm: