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McLennan - 3 it's - 3 you've - 2 Matt McLennan - 2 Kimball Brooker - 2 Morningstar - 2 there's - 2 — - 1
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McLennan - 2 Service - 1 Business - 1 Global - 1 International - 1 First Eagle Global Fund - 1 Eagle Investments - 1 Goldman - 1

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5 mentions found


☆ How to make your money work for you over the next decade
  + stars: | 2023-11-28 | by ( James Faris | William Edwards | ) www.businessinsider.com   time to read: +16 min
"If there is a regime shift, then what has worked could be quite different from what does work," McLennan said. That means the growth stocks that dominated for years may come back to earth in the mid-2020s. He also recommends that investors diversify away from growth stocks that thrived under low rates and instead broaden out to value-oriented names. Valuations explain 80% of a stock's returns over a decade, according to Bank of America. Smead sees energy in stocks in Canada also outperforming in the coming decade, as well as European banks.
Persons: —, Peter Bates, Rowe Price, Damanick Dantes, We're, Dantes, you've, He's, Matt McLennan, McLennan, Kimball Brooker, Morningstar, Nicola Stafford, Stafford, it's, Molina, Bates, Russell, Cole Smead, that's, Phillip Colmar, Colmar, Bob Doll, Doll, Smead, Michael Sheldon, Sheldon, who's, there's, Chris Chen, Chen, Roth Organizations: Service, Business, Global, International, McLennan, First Eagle Global Fund, Eagle Investments, Goldman, Asset Management, Stock, Molina Healthcare, Vanguard Value, Healthcare, Bank of America, Comerica Wealth Management, MRB Partners, Canadian, Crossmark Global Investments, BlackRock, Energy, P Bank ETF, RDM Financial, Social Security, Social, Insight Financial, Trust, IRA Locations: Canada, Colmar, United States, Canadian, Europe, Treasuries
☆ This bearish fund manager thinks the U.S. is headed for a debt crisis. Here's what he's buying
  + stars: | 2023-10-05 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +5 min
The U.S. is headed for a major debt crisis due to its fiscal deficit being at the "worst structural point since World War II," according to value investor Matthew McLennan. Over the past two decades, the federal government had its smallest budget deficit of $0.16 trillion in 2007, just before the global financial crisis. The hedge Given his bearish view, McLennan prefers gold as an investment hedge. Stocks Beyond gold, McLennan said he sees value in stocks like Meta and Oracle , two of the top equity holdings in the Global Fund. McLennan said his fund has owned Oracle since it launched an AI-powered database five years ago.
Persons: Matthew McLennan . McLennan, McLennan, hasn't, it's, you've, Meta, OpenAI Organizations: Global Fund, Security, Treasury, Meta, Oracle, Nvidia, Microsoft Locations: U.S, United States
☆ A pair of fund managers who've beaten 97% of competitors in the last 15 years share 4 top investments to score safe, solid returns in a market driven by speculative AI stocks
  + stars: | 2023-07-13 | by ( James Faris | ) www.businessinsider.com   time to read: +5 min
Here are four investments to make right now with stocks at risk of giving up their gains. "When we see windows of market distress, we tend to have a range of different opportunities to deploy that cash," McLennan said. If foreign currencies continue to strengthen relative to the dollar, the fund managers think international stocks could take off. Perhaps that's why, of their four favorite investments to make right now, three are international stocks. All three of the stocks McLennan and Brooker are most bullish on are all trading at discounts despite being leaders in their fields and having strong leadership teams, they said.
Persons: Matt McLennan, Kimball Brooker, McLennan, it's, Morningstar, Brooker, there's, they're, Wednesday's, Goldman Sachs, they'll, They've Organizations: Eagle Global Fund, Federal, McLennan
☆ This half-century old fund seeks out global value and has Warren Buffett's style all over it
  + stars: | 2023-03-03 | by ( Yun Li | ) www.cnbc.com   time to read: +5 min
Warren Buffett has inspired generations of value investors, and one 53-year-old, market-beating mutual fund has his legacy all over it. For almost three decades, starting in 1979, the fund was run by another acolyte of value, Jean-Marie Eveillard. Since 1979, First Eagle Global has returned more than 12% annually, even including the 5% load fee charged on the first $25,000 invested. The fund employs three main elements when it comes to security selection within the universe of global value, Brooker said. When we're not able to find things that make sense to us, that meet our underwriting criteria, we'll wait in cash," Brooker said.
☆ Here's how to pick winning stocks that can help your portfolio survive a recession, according to the managers of a $42 billion fund that beat 92% of peers in the past decade
  + stars: | 2022-11-05 | by ( James Faris | ) www.businessinsider.com   time to read: +6 min
Matt McLennan and Kimball Brooker have guided their fund to a top 8% performance in the past decade. That's in sharp contrast to Matt McLennan and Kimball Brooker, co-managers of the $42 billion First Eagle Global Fund (SGENX). "What you'll find is that the amount of whatever it is that we're collecting never becomes large enough to do too much damage to the portfolio," Brooker told Insider. Those first two points are often prioritized by managers seeking quality stocks, but fewer fund managers target those latter two attributes. Fund managers should carefully consider a stock's long-term outlook instead of simply whether or not it diversifies and lowers the volatility of a portfolio.
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