An exclusive interview with legendary value investor Jean-Marie Eveillard, who was named Morningstar’s International Manager of the Year in 2001 and received its first Fund Manager Lifetime Achievement Award in 2003. A self-described value investor for 50 years, he is known for his meticulous stock research, cautious, contrarian views and emphasis on avoiding lasting losses for his shareholders. He’s able to share his personal views on investing, the markets and strategy now that he has retired from active management and is Senior Advisor at First Eagle Funds.
One investment
INVEST WITH SOME TRUE VALUE INVESTORS
| 10 VALUE FUNDS |
|---|
| 1999- 2003 |
| Average Annual Return |
| Group Average +10.8% |
| S&P 500 – .57% |
- COMMON VALUES
- Owned limited number of carefully researched companies
- Long-term orientation with low portfolio turnover
- Substantial investments in their funds
Action point
EVEILLARD: PORTFOLIO PROTECTION
- Buy gold bullion
A COLLECTION FROM THE WEALTHTRACK ARCHIVES
RETIREMENT PERSPECTIVE
Although still Senior Advisor at the First Eagle funds, legendary value investor, Jean-Marie Eveillard gave up active portfolio management at the firm back in 2009. Has his perspective about investing changed at all in retirement?
