Strategies

Our Approach

All First Eagle investment strategies share a long-term, absolute-return focus that seeks to participate in the market's upside potential while preserving the purchasing power of our client assets over the long term.

We are committed to nurturing our investment-centric culture—we view ourselves as a firm of investors, not of asset-gatherers. The strategies we offer are those in which we would want to invest our own capital, that fulfill a need in the broader institutional market, and that fit within our investment culture.

U.S. Opportunities

Seeks to deliver long-term growth of capital by aiming to generate returns consistently in excess of the S&P 500 Index. The team uses a bottom-up, fundamental approach to create a primarily liquid and concentrated portfolio.

Portfolio Management

Colin Morris -

Industry Experience: 31 yrs

George Ross -

Industry Experience: 15 yrs

123 - Investment Restrictions and Guildelines

The above are not investment guidelines or restrictions and are subject to change.

129 - Not an offer - Institutional

The information provided is not to be construed as a recommendation or an offer to buy or sell or the solicitation of an offer to buy or sell any fund or security.

High Yield

Seeks to maximize risk-adjusted returns by modifying risk exposure throughout the high yield credit cycle, while attempting to preserve the purchasing power of our client assets over the long term.

Portfolio Management

Edward Meigs -

Industry Experience: 28 yrs

Sean Slein -

Industry Experience: 28 yrs

Disclosure Footnote for High Yield At-A-Glance table

**Prior to October 2011, results were achieved at a firm other than First Eagle. Portfolios are actively managed and subject to change.

123 - Investment Restrictions and Guildelines

The above are not investment guidelines or restrictions and are subject to change.

129 - Not an offer - Institutional

The information provided is not to be construed as a recommendation or an offer to buy or sell or the solicitation of an offer to buy or sell any fund or security.

Global Value

Seeks to achieve attractive real returns over time while avoiding the permanent impairment of capital.

Portfolio Management

Matthew McLennan -

Industry Experience: 25 yrs

Kimball Brooker Jr. -

Industry Experience: 24 yrs

122 - Performance - Institutional GV Strategy

*Inception date includes the time period prior to January 1, 2000 when the strategy was managed by the strategy's senior adviser while he served as the portfolio manager at a firm different from First Eagle Investment Management.

123 - Investment Restrictions and Guildelines

The above are not investment guidelines or restrictions and are subject to change.

129 - Not an offer - Institutional

The information provided is not to be construed as a recommendation or an offer to buy or sell or the solicitation of an offer to buy or sell any fund or security.

International Value

Seeks to achieve attractive real returns over time while avoiding the permanent impairment of capital.

Portfolio Management

Matthew McLennan -

Industry Experience: 25 yrs

Kimball Brooker Jr. -

Industry Experience: 24 yrs

123 - Investment Restrictions and Guildelines

The above are not investment guidelines or restrictions and are subject to change.

129 - Not an offer - Institutional

The information provided is not to be construed as a recommendation or an offer to buy or sell or the solicitation of an offer to buy or sell any fund or security.

International Small Cap Value

Seeks to achieve attractive real returns over time while avoiding the permanent impairment of capital.

Portfolio Management

Mark Cooper -

Industry Experience: 22 yrs

Manish Gupta -

Industry Experience: 11 yrs

195 - ISCV Strategy-at-a-Glance footnote

*At the time of investment.

123 - Investment Restrictions and Guildelines

The above are not investment guidelines or restrictions and are subject to change.

129 - Not an offer - Institutional

The information provided is not to be construed as a recommendation or an offer to buy or sell or the solicitation of an offer to buy or sell any fund or security.

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