First Eagle Global Value Fund Comments on Anthem

Guru stock highlight

Oct 24, 2019

US-based health insurer Anthem lost value as news of the impeachment process came to the fore. On the assumption that both Trump and Democratic contender Joe Biden will be tarnished by this process, investors began to consider the potential impact of a presidential victory by Elizabeth Warren, who has argued for the abolition of private health insurance.

From the First Eagle Global Value Fund's third-quarter 2019 shareholder letter.

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