In an exclusive interview, Ed Hyman, Wall Street’s # 1 ranked economist for a record 36 years describes how much the financial world has changed in the last year. He and top investor, Matthew McLennan describe what it means for the U.S. economy and markets.
Matt McLennan
MCLENNAN: CRISIS INVESTING
First Eagle Funds’ Great Investor Matthew McLennan predicts that we are entering an era of episodic global crises. McLennan is Head of the Global Value Team and Co-Portfolio Manager of several funds at First Eagle. He’ll explain how he is building an all-weather portfolio to withstand future market storms.
MCLENNAN: EDUCATIONAL INVESTMENT
EDUCATIONAL INVESTMENT First Eagle Funds’ Matt McLennan has an incredibly packed schedule heading up the firm’s Global Value team and co-managing four mutual funds for the firm including its flagship First Eagle Global Fund, but he has made a point of devoting much of his free time to educational institutions. We asked him why. Watch […]
MCLENNAN: REDISCOVERED FINANCIAL GIANTS
Next generation “Great Investor” Matthew McLennan, Head of First Eagle investment Management’s Value Team and co-portfolio manager of the First Eagle Global Fund is an avid student of history and financial history. I asked him what has been reading recently that was of particular interest. His recommendations take us back to two of the financial […]
MCLENNAN: PATIENT INVESTING
A next generation “Great Investor,” First Eagle Global Fund’s Matthew McLennan. First Eagle is known for its value-oriented, margin of safety approach and making preservation of capital its first investment goal. McLennan assumed the role of Portfolio Manager of the First Eagle Global Fund in late 2008 from investment legend, Jean-Marie Eveillard. The now $50 billion plus fund is rated four-star by Morningstar. Over the last five years, with McLennan on board, it is ranked in the top ten percent of its world allocation category. McLennan explains why he is currently finding markets around the world expensive, and why “patience” is his best investment idea.
SPACE FOR REFLECTION
What’s the hardest part of Matthew McLennan’s job as head of Global Value and portfolio manager at First Eagle? Finding time to think. He explains how he does it. [bliptv id=”hsM9g5XfVwA”]
