Matt McLennan’s strategy of owning resilient, dominant & undervalued companies, plus gold, has delivered superior risk-adjusted returns since he took over the First Eagle Global Fund in 2008. He describes market risks and how he is managing them.
Action Point
Invaluable Insights from the Latest Edition of “The Intelligent Investor”
Warren Buffett has called “The Intelligent Investor” by Benjamin Graham “the best book on investing ever written.” Jason Zweig, editor of the book’s 75th anniversary edition, explains why its timeless lessons and investing insights are more valuable than ever.
The Essence of Superstar Investor David Giroux’s Investment Success
Superstar investor David Giroux explains his evolution as an investor, how he is adapting to new market conditions, and the most important thing he has to do to generate exceptional returns at the T. Rowe Price Capital Appreciation Fund.
Leading Strategist Jason Trennert on the Powerful Trends Driving Inflation
Leading strategist Jason Trennert identifies AI demand, deglobalization and expansive fiscal and monetary policies as powerful inflationary forces that will determine investment winners and losers for years to come.
Superstar Investor David Giroux Finds Opportunities in a Bifurcated Market
In the most bifurcated market of his career, superstar investor David Giroux is finding plenty of exciting long-term opportunities for his award-winning T. Rowe Price Capital Appreciation Fund.
Choosing a Discipline & Sticking to It Overcomes the Market Noise
Award-winning macroeconomic strategist Richard Bernstein looks for situations where profits are improving, liquidity is increasing & investors “hate it” to identify winning market sectors. Dividend-paying international stocks top the list.