Scarcity Value

03/31/2019

Matthew McLennan and Kimball Brooker of First Eagle Investment Management describe how they assess "fade risk" in a number of industries, what makes them uneasy about the state of the world today, why their exposure to gold is higher than normal, and why they see mispriced value in Fanuc, Orkla, Schlumberger, Jardine Matheson and Weyerhaeuser.


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