One Voice with Two Accents: Four Decades of Value Investing
Watch First Eagle’s Jean-Marie Eveillard and Matt McLennan in a lively discussion moderated by Consuelo Mack as they share their experiences and insights on bottom up value investing through all kinds of market cycles over the last 40 years.
A decade ago, no one talked about tail risk hedge funds, which were a minuscule niche of the market. However, today many large investors, including pension funds and other institutions, have mandates that require the inclusion of tail risk protection. In a recent interview with ValueWalk, Kris Sidial of tail risk fund Ambrus Group, a Read More
“Is it different this time?” Exploring the Macro Landscape
When explaining unusual market cycles, pundits frequently exclaim “This time it’s different!” But is it really? Watch First Eagle’s Jean-Marie Eveillard and Matt McLennan with Consuelo Mack in a discussion of today’s market, economic and regulatory forces and what they might portend.