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.
Why do investors underperform the very funds they invest in? Great Investor, Joel Greenblatt solved the problem. His Gotham Index Plus Fund has beaten the market since its 2015 inception without spooking investors.
Great Investor Gerry O’Reilly ran Vanguard’s Total Stock Market Index Fund for 32 years until his untimely death in June. In an earlier interview he explained what it takes to ensure the 4.000 stock portfolio matches its index every single day.
