Jean-Marie Eveillard Interview on Bloomberg

first eagle funds
Jean-Marie Eveillard

Jean-Marie Eveillard was recently interviewed on Bloomberg. Eveillard is one of the best global value investors today. He is the senior investment advisor to First Eagle Funds. The fund family has a spectacular long term track record. It is always interesting to hear him speak due to his decades of experience in value investing.

Here are the highlights:

Eveillard sees emerging markets as the best place for growth.

Warren Buffett’s 2018 Activist Investment

Berkshire Hathaway Warren BuffettMost investors are aware of Warren Buffett's most high profile long-term investments. However, there is one long term investment that is often overlooked. Q2 2020 hedge fund letters, conferences and more This is building materials maker USG, which was owned by Berkshire Hathaway for more than 17 years before it was acquired in 2018. If Read More


He questions whether the economic recovery can be sustained.

He thinks we are in a new era(of slow economic growth) but it is impossible to be sure.

He sees a lot of value in Japan.

He likes Kansai paint a Japanese company that produces a lot of it’s revenue in emerging markets.

Eveilard also likes Pargesa, a holding company which holds a lot of undervalued diversified companies.

He likes Vulcan material an American company which has a lot of good assets.

He is about to go to China to see if there are any companies that are attractive. He prefers stocks trading on the Hong Kong exchange over the Shanghai exchange.

I could not embed the video here

click here to see the video.