Matthew McLennan, Kimball Brooker, First Eagle Investment Management
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.
Chris Niemczewski, Marshfield Associates
Chris Niemczewski and Chad Goldberg of Marshfield Associates explain the common denominator they see in highly resilient companies, what they look for in a company's culture, why they have a Chief Economist on their investment team, and what they think the market is missing today in Cummins, Strategic Education, Arch Capital and Moody's.
How to take advantage when valuations of both cheap and dear stocks appear to be overdone.
Making the case that it's leaving a transformation phase and moving on now to "blossoming."
Buying and really holding; Having no fear of drawdowns.
Arch Capital, Cummins, Fanuc, Jardine Matheson, Moody's, Orkla, Reed's, Schlumberger, Strategic Education, United Natural Foods, Weyerhaeuser., WisdomTree Investments
Other Companies in this Issue:
Anadolu Grubu, AutoZone, Barrick Gold, British American Tobacco, Cal-Maine, Chipotle, Danone, Exxon Mobil, Goldman Sachs, Invesco, Oracle, Pargesa, Ross Stores, Yum Brands