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.
Matt McLennan
Matt McLennan: The Collision of Macroeconomic Tectonic Plates
Have the financial markets become more stable? Is a sense of equilibrium returning to the global financial system? Several widely followed measures would seem to indicate yes.