Jean-Marie Eveillard

Jean-Marie Eveillard

Last Update: 2014-09-09

Number of Stocks: 333
Number of New Stocks: 42

Total Value: $41,314 Mil
Q/Q Turnover: 11%

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

Jean-Marie Eveillard Watch

  • Jean-Marie Eveillard's First Eagle U.S. Value Fund Third Quarter Commentary

    Market Overview

    In the third quarter of 2012, the S&P 500 Index increased 6.4%. Crude oil jumped 6.9% to $92.19 a barrel, and the price of gold fluctuated—dropping 1.9%, then rising 13.1% to rest at $1,773 an ounce by quarter-end. The U.S. dollar fell 2.3% against the yen and it dropped 1.5% against the euro.  


  • Jean-Marie Eveillard's First Eagle Global Fund Third Quarter Commentary

    Market Overview In the third quarter of 2012, the MSCI World Index increased 6.7% while in the U.S. the S&P 500 Index increased 6.4%. In Europe, the German DAX increased 12.5% and the French CAC 40 index increased 4.9% during the quarter. The Nikkei 225 index decreased 1.5% during the period. Crude oil jumped 6.9% to $92.19 a barrel, and the price of gold fluctuated—dropping 1.9%, then rising 13.1% to rest at $1,773 an ounce by quarter-end. The U.S. dollar fell 2.3% against the yen and it dropped 1.5% against the euro.

    In the U.S., there has been much speculation regarding the impact that a third round of quantitative easing—"QE3"—will have on financial markets. In this quarter's commentary we'd like to focus on potential impacts of QE3.  


  • Extended Conversation with Jean-Marie Eveillard

    The great thing about value investing is how much we can learn from the investing greats because they are willing to share.

    We can learn from their mistakes and pick their brains for their current thoughts. Here is Jean-Marie Eveillard discussing investing for over an hour:  


  • Jean-Marie Eveillard - There is No Perfect Way to Determine the Intrinsic Value of a Business

    Eveillard discusses the various methods by which an investor can value a business, narrowing the list down to his personal favorite:

      


  • Jean-Marie Eveillard Interview: 'What's an Investor to Do in an Uncertain World'

    First Eagle Funds' Jean-Marie Eveillard discusses investing amid economic and political uncertainty in this interview withGreatInvestorsTV. "The investor has to continue to do the work from the bottom up, and keep an eye on the top down," he advises. Over the long term, he believes the East will rise and the West will decline.  


  • Jean-Marie Eveillard Discusses How to Invest Going Forward with Bernanke’s Confirmation of QE3

    It looks like an extraordinarily low interest rate world is going to be with us indefinitely. Two years? Five years?

    What is a saver to do in order to earn a decent return? And when will all of this global Central Bank action finally give birth to extreme inflation?  


  • Interview with Legendary Value Investor Jean-Marie Eveillard

    Jean-Marie Eveillard: Senior Adviser, Portfolio Management for First Eagle Funds - Eveillard has 40 years of experience in the financial industry and oversees more than $60 billion. Eveillard is one of the most respected value investors in the world. His track record and staying power has been extraordinary. He has won many prestigious awards in his career including a Lifetime Achievement Award from Morningstar for building one of the most successful long-term records in the investment business.

    Enjoy the interview: http://www.kingworldnews.com/kingworldnews/Broadcast/Entries/2012/8/25_Jean-Marie_Eveillard.html  


  • Jean-Marie Eveillard on King World News

    Jean-Marie Eveillard on King World News. Jean-Marie Eveillard: Senior Adviser, Portfolio Management for First Eagle Funds - Jean-Marie has 40 years of experience in the financial industry and oversees more than $50 billion. Jean Marie is one of the most respected value investors in the world. His track record and staying power has been extraordinary. Jean Marie has won many prestigious awards in his career including a Lifetime Achievement Award from Morningstar for building one of the most successful long-term records in the investment business.

    Mr. Eveillard shares his view on European crisis: One possibility will be they will reach some agreement over Spanish banks. Good banks vs. band banks. This meeting will just buy some time.  


  • Chairman and CEO of Monster Beverage Rodney C Sacks sold 150,000 shares

    Monster Beverage Corporation is a marketer and distributor of energy drinks and alternative beverages. Monster Beverage has a market cap of $13.41 billion; its shares were traded at around $77.48 with a P/E ratio of 46.1 and P/S ratio of 7.9. Monster Beverage had an annual average earnings growth of 60.8% over the past 10 years.

    Chairman and CEO of Monster Beverage (MNST) Rodney C Sacks sold 150,000 shares at an average price of $75.29 on June 13, 2012. The total transaction amount is $11,293,500.  


  • Weekly CEO Buys Highlight: KPON, PZG, BTMI, CAK, JBSS

    According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below:

    Kopin Corp (KOPN): President and CEO John C C Fan Bought 101,800 Shares  


  • Verenium Corp. Daily Guru Stock Winner up Almost 10%

    After issuing guidance below analysts’ estimates on March 5, Verenium Corporation (VRNM)’s stock fell approximately 60 cents by March 9 and remained relatively flat. From March 23 to date, it has jumped from $3.08 to $4.05 per share, including an almost 10% increase today — the biggest increase of guru-owned stocks. Jean-Marie Eveillard is the only guru tracked by GuruFocus who holds the stock in his portfolio. He owns just 337 shares which he purchased in the second quarter 2011 at an average price of $2.36.

    Verenium is a bioscience company that uses bacteria and fungi to create industrial enzyme solutions. The rise in its stock in the last week had to do with a major recent transaction. Verenium sold its oilseed processing business, and granted enzyme licenses and access to gene libraries, to Royal DSM for $37 million.  


  • 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.

    Eveillard has been investing for approximately 50 years. Born in France, he obtained a job as an analyst with Societe Generale, the French bank. It was during his tenure at the bank that he discovered value investing and was given an opportunity to manage a fund. The fund, First Eagle SoGen Global was sold to Arnhold and S. Bleichroeder Advisers, where Eveillard now serves as chief investment officer of several funds.  


  • 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:

    “Within equities, the volatility of markets is enabling us margin of safety opportunities; ultimately, we build wealth by buying good businesses at good prices, and so paradoxically it’s the volatility of equity markets in these uncertain times that’s giving us wealth building opportunities... Among the stocks that we own in the portfolio, if we have windows of negative volatility, that obviously provides us with an opportunity to selectively commit more capital to businesses we know and like and understand…  


  • Consuelo Mack WealthTrack - Matthew McLennan

    Matthew McLennan, the hand-picked successor to legendary investor Jean Marie Eveillard, tells us where he is finding value with less volatility for the First Eagle funds now.

      


  • Top Low-P/E Stocks I Like from Eveillard's Portfolio

    Eveillard is a financial investor who was born in 1940 and has always been recognized for his great financial career. He studied at the École des Hautes Études Commerciales and entered the finance world with a position at the Société Générale. Since then he started gaining experience. After two years working for Société, he was relocated to the U.S. Once there, he gained a position at SoGen International Fund where he worked as analyst. In 1978 he started managing the SoGen International Fund.

    He remained in the position, managing the First Eagle Global, Overseas, Gold and U.S. Value Funds, until Dec. 31, 2004, when according to Fortune magazine he became "one of Wall Street's best value investors." In 2001 he became Morningstar's International "Stock Manager of the Year” laureate. In 2003, Morningstar bestowed on Eveillard a "Fund Manager Lifetime Achievement Award."  


  • Stocks You Can Buy at Cheaper Prices Than Eveillard Did

    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.

    Under the leadership of Jean-Marie Eveillard, the firm avoided deep losses in 2008. First Eagle Investment Management LLC owns 351 stocks with a total value of $19.9 billion.  


  • Stocks That Jean-Marie Eveillard Keep Buying in Recent Quarters

    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.

    Under the leadership of Eveillard, the firm avoided deep losses in 2008. First Eagle Investment Management LLC owns 351 stocks with a total value of $19.9 billion.  


  • 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.



  • Linear Technology Corp

    Linear Technology appears on the low P/S screener and, surprisingly for a semiconductor company, has a high predictability rank of 4.5 stars. Linear is also owned by gurus Jean-Marie Eveillard (1.12% of assets) and Joel Greenblatt (.19% of assets).

    Linear Technology Corp (LLTC) is a designer and manufacturer of a broad line of high performance analog integrated circuits. Analog integrated circuits are circuits that convert real-world (also called analog or linear) signals such as motion or light levels into digital signals. The company produces power management, data conversion, signal conditioning, RF and interface ICs, and µModule subsystems for use in industrial, communications, networking, automotive, computer, medical, instrumentation, military, aerospace and consumer devices. Common products containing analog circuits include computers, vehicles (specifically hybrid and electric), security systems, digital cameras, GPS devices, medical equipment, mobile handsets and military and space hardware.  


  • First Eagle Funds Reports Q1 Portfolio; Buys CL, BBT, KMI, WLT, EOG

    Legendary value investor Jean-Marie Eveillard is the advisor of First Eagle Investment Management, LLC. Under the leadership of Jean-Marie Eveillard, the firm avoided deep losses in 2008. As of 03/31/2011, First Eagle Investment Management, LLC owns 351 stocks with a total value of $19.9 billion. These are the details of the buys and sells that have portfolio impact of more than 0.1%.

    This is the portfolio chart of Jean-Marie Eveillard. You can click on the legend of the chart to show/hide buys, sells, or holdings. Each ball on the chart represents a position in the portfolio. You can move your mouse on the balls to see the details of each position and click to see the details of all guru trades with this position.  


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