Jean-Marie Eveillard

Jean-Marie Eveillard

Last Update: 2015-02-09

Number of Stocks: 342
Number of New Stocks: 31

Total Value: $41,155 Mil
Q/Q Turnover: 10%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Jean-Marie Eveillard' s Profile & Performance

Profile

Jean-Marie Eveillard is Chief Investment Officer of the Arnhold and S. Bleichroeder Advisers, LLC Global Value Team and Portfolio Manager of First Eagle Global, Overseas, Gold, U.S. Value and Overseas Variable Funds. He was born in Paris, came to the U.S. in 1968, and became portfolio manager in 1979. Mr. Eveilland is now the firm's adviser.

Web Page:http://www.firsteaglefunds.com/

Investing Philosophy

Jean-Marie Eveillard is a value oriented investor. His approach to asset management is defined by the conviction that absolute long-term performance is the best way to preserve capital, rather than attempting to compete against the short-term movements of the major indices, and rigorous application of bottom-up fundamental analysis intended to reduce risk. His strategy incorporates on-site research by actively visiting companies and talking to managers to gain rounded, first-hand knowledge of investment prospects. Eveillard buys securities whose intrinsic value and long-term potential outweighs market risk.

Historical Allocation of Stock, Bonds, Cash

Total Holding History

Performance of First Eagle Global Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
20142.9313.69-10.8
201315.4932.39-16.9
201212.4616-3.5
3-Year Cumulative33.7 (10.2%/year)74.6 (20.4%/year)-40.9 (-10.2%/year)
2011-0.192.11-2.3
201017.5815.062.5
5-Year Cumulative56.9 (9.4%/year)105.1 (15.5%/year)-48.2 (-6.1%/year)
200929.9926.463.5
2008-21.06-3715.9
20079.95.494.4
200620.515.794.7
200514.914.9110.0
10-Year Cumulative145 (9.4%/year)109.4 (7.7%/year)35.6 (1.7%/year)
200418.3710.887.5
200337.6428.689.0
200210.23-22.132.3
200110.21-11.8922.1
20009.72-9.118.8
15-Year Cumulative432 (11.8%/year)86.4 (4.2%/year)345.6 (7.6%/year)
199919.5621.04-1.5
1998-0.2628.58-28.8
19978.5433.36-24.8
199613.6422.96-9.3
199515.2437.58-22.3
20-Year Cumulative801.8 (11.6%/year)554.6 (9.8%/year)247.2 (1.8%/year)
19942.521.321.2
199326.1510.0816.1
19928.417.620.8
199117.9330.47-12.5
1990-1.3-3.11.8
25-Year Cumulative1371.7 (11.4%/year)893.3 (9.6%/year)478.4 (1.8%/year)
198917.2131.69-14.5
198814.1516.61-2.5
198713.765.18.7
198625.0218.66.4
198532.7131.61.1
30-Year Cumulative3616.5 (12.8%/year)2402.2 (11.3%/year)1214.3 (1.5%/year)
19842.866.1-3.2
198324.0322.41.6
198231.5621.410.2
19818-513.0
198031.6632.3-0.6
35-Year Cumulative8769.7 (13.7%/year)4858.2 (11.8%/year)3911.5 (1.9%/year)

Top Ranked Articles

Jean-Marie Eveillard: Why You Should Emulate Him
A couple of days ago, I revealed that I had purchased an old investment book some time back entitled "Value Investing with the Masters" by Kirk Kazanjian. I was less than satisfied with the book and had placed it on my bookshelf mostly unread. Recently, I decided to endure what I felt was overall a lackluster performance at interviewing some investing greats and take the time to fully read it. After all, I reasoned, certainly there must be something I can take out of each chapter and apply it to myself or my investing style. Read more...
Volatility - Opportunity to the Investor, Risk to the Speculator
On January 19, Matt McLennan, portfolio manager of the First Eagle Global, Overseas, and U.S. Value Funds, in addition to being the successor of famed investor Jean-Marie Eveillard, appeared on WealthTrack with Consuelo Mack (here). When Consuelo asked him about volatility in equity markets, Mr. McLennan responded with something that’s worth talking about: Read more...
Will Tyco End Up Like ITT? Reviewing a Break-up
It’s now been four and a half months since ITT (ITT) broke itself up into three separate companies. I advocated investing in ITT before the break-up, and I wanted to review the position and see if it met my expectations. It’s also worthwhile to review this investing style since Tyco (TYC) is also doing a three way break-up by the end of the year. Read more...
FULL TRANSCRIPT and Video of Jean-Marie Eveillard's Interview with Consuelo Mack
CONSUELO MACK: This week on WealthTrack, a rare interview with Great Investor Jean-Marie Eveillard. First Eagle’s legendary value investor on the turbulent and shifting economic currents flowing around the world, from the U.S. to Europe to the Middle East to Asia and his personal strategies to navigate them, next on Consuelo Mack WealthTrack. Read more...
Made in Japan: A New Bull Market
Japan has now been through a 20-year bear market. Tokyo’s Nikkei – think of it as Japan’s Dow Jones Industrial Average – put in a new low last year. Even though it’s rallied a bit since then, it’s still down about 75% from its all-time high in 1989. That’s a brutal bear market. Read more...
» More Jean-Marie Eveillard Articles

Commentaries and Stories

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5-year lows: Petroquest Energy Inc, eHealth Inc, Layne Christensen Co, and International Shipholding Corp.
According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Petroquest Energy Inc (PQ), eHealth Inc (EHTH), Layne Christensen Co (LAYN), and International Shipholding Corp (ISH). More...

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Packaging Corporation Is Returning Value to Shareholders
In this article, let's take a look at Packaging Corporation of America (PKG), a $8.15 billion market cap company, which manufactures and sells containerboard and corrugated packaging products in the United States, Mexico, Canada, and Europe. More...

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Revenue Growth Is the Key for Bed Bath & Beyond Chuck Royce,Jean-Marie Eveillard - Revenue Growth Is The Key For Bed Bath & Beyond
In this article, let's take a look at Bed Bath & Beyond Inc. (BBBY), a $13.9 billion market cap company, operating more than 1,500 stores in all 50 states, Puerto Rico, Canada, and Mexico. More...

Bed, Bath & Beyond


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This Hedge Fund Continues Betting on China-based Companies
Hedge funds have been filing their form 13-F, which is a quarterly report of equity holdings by filed institutional investment managers with at least $100 million in equity assets under management, as required by the United States Securities and Exchange Commission (SEC). In this article, let´s concentrate in one particular hedge fund and try to see the principal holdings in its portfolio. I will look into Shah Capital Management LLC. More...

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Weekly 3-Year Low Highlights: RYN, PICO, JIVE, GEOS
According to GuruFocus list of 3-year lows, Rayonier Inc, PICO Holdings Inc, Jive Software Inc, and Geospace Technologies Corp have all reached their 3-year lows. More...

WEEKLY, 3, YEAR, LOW, HIGHLIGHTS


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Value Investing Legend Jean-Marie Eveillard On What Ails Japan Jean-Marie Eveillard - Value Investing Legend Jean-Marie Eveillard On What Ails Japan
Japan has been stuck with virtually no growth since the 1990s following an incredible double bubble in real estate and stocks that was built up in the 1980s. More...

Jean-Marie Eveillard, Japan, Video


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Part Four: A Continuing Discussion on Intrinsic Value Jean-Marie Eveillard,Warren Buffett,Seth Klarman - Part Four: A Continuing Discussion On Intrinsic Value
In a recent interview with Consuelo Mack of WealthTrack (link), Jean-Marie Eveillard of First Eagle Funds said something that I’ve heard many times before – and something I have a tough time understanding. I figured it’s about time that I put my thoughts on this topic in writing. More...

NONE


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First Eagle Investment Management Annual Letter to Shareholders 2014
Dear Fellow Shareholders, At First Eagle, we remain committed to protecting and preserving our shareholders’ purchasing power over time. Irrespective of short-term market events, swings in investor confidence or the pressure to follow a new market paradigm, our first priority is unwavering: to provide prudent stewardship of the assets you have placed in our care. More...

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Eveillard's Top 5 New Buys During Q4 Jean-Marie Eveillard - Eveillard's Top 5 New Buys During Q4
John-Marie Eveillard is the Senior Adviser and Board Trustee of First Eagle Funds and Senior Vice President of Arnhold and S. Bleichroeder Advisers. More...

JEAN-MARIE EVEILLARD, FIRST EAGLE FUNDS, DISCOVER, UNION PACIFIC


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Investors Should Consider Xilinx
In this article, let's take a look at Xilinx Inc. (XLNX), a $10.43 billion market cap company that is one of the world's leading suppliers of programmable logic chips and related development system software. More...

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First Eagle Global Fund Q4 2014 Commentary
Market Overview In the fourth quarter of 2014, the MSCI World rose 1.1% while in the U.S. the S&P 500 Index increased 4.9%. In Europe, the German DAX decreased -0.9% and the French CAC 40 index declined -7.3% during the quarter. The Nikkei 225 index decreased -1.3% over the period. Crude oil fell 42% to $53 a barrel, and the price of gold declined 1.9% to $1,184 an ounce by year-end. The U.S. dollar rose 9.2% against the yen and 4.4% against the euro. More...

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Another Perfect Fit for Dividend Investors
In this article, let's take a look at PPL Corporation (PPL), a $22.97 billion market cap company that provides electric utilities in Pennsylvania and Kentucky and also owns utilities in the U.K. More...

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Edwards Lifesciences a Gold Standard in the Market
In this article, let's take a look at Edwards Lifesciences Corp. (EW), a $13.62 billion market cap company that makes and markets a comprehensive line of products and services to treat late-stage cardiovascular disease. More...

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DENTSPLY´s Growth Opportunities Chuck Royce,Jean-Marie Eveillard - DENTSPLY´s Growth Opportunities
In this article, let's take a look at DENTSPLY International Inc. (XRAY), a $7.56 billion market cap company, which is a designer, developer, manufacturer and marketer of a broad range of products for the dental market. More...

dental market


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Weekly Guru Bargains Highlights: CNQ, PBR, BHP, SLB, DVN
According to GuruFocus updates, these stocks have declined the most since Gurus have bought. More...

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Top Reasons to Invest in Omnicom Group
In this article, let's take a look at Omnicom Group Inc. (OMC), a $18.88 billion market cap company that owns the DDBWorldwide, BBDOWorldwide and TBWAWorldwide advertising agency networks and more than 100 marketing and specialty services firms. More...

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Different Hedge Fund Managers Bought and Added Molson Coors Brewing
In this article, let's take a look at Molson Coors Brewing Company (TAP), a $14.01 billion market cap company, which is the fifth largest brewer in the world, was formed in early 2005 via the combination of Adolph Coors Co. and Molson, Inc. More...

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I Feel Bullish on this Canadian Company
In this article, let's take a look at Potash Corp. of Saskatchewan, Inc. (POT), a $30.39 billion market cap company, which is the world's largest diversified fertilizer company by capacity, and is one of the world's largest potash producers. More...

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Eveillard's First Eagle Boosts Stake in Growing Comtech Telecom Jean-Marie Eveillard - Eveillard's First Eagle Boosts Stake In Growing Comtech Telecom
First Eagle Investment Management, of which renowned investor Jean-Marie Eveillard (Trades, Portfolio) is senior investment adviser, has boosted its stake in company Comtech Telecommunications (CMTL), by 45.36%, GuruFocus Real Time Picks reported. More...

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What About McDonald's Dividend Hike?
In this article, let's take a look at the intrinsic value of McDonald's Corp. (MCD), the largest fast-food restaurant company in the world, with more than 35,000 restaurants in 119 countries. More...

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