Jean-Marie Eveillard was the Senior Vice President, Senior Adviser, and Portfolio Manager at First Eagle Investment Management, LLC. From 1993 to 2004, he served as Lead Portfolio Manager for all of firm’s global value strategies. Previously, Mr. Eveillard served as an Analyst of the SoGen International Fund, and in 1979, he was appointed Portfolio Manager of the fund. He started his career at Société Générale before relocating to the United States in 1968. In 2001, Mr. Eveillard was named Morningstar’s International Manager of the Year and in 2003, he received a lifetime achievement award from Morningstar for building one of the most successful long-term records in the investment business.
Below is his presentation at the Ben Graham Centre, which was recently uploaded to Youtube.
The Delbrook Resources Opportunities Master Fund was up 9.2% for May, bringing its year-to-date return to 33%. Q1 2021 hedge fund letters, conferences and more Dellbrook is an equity long/ short fund that focuses exclusively on the metals and mining sector. It invests mainly in public companies focused on precious, base, energy and industrial metals Read More