Fortune has a interview with Jean-Marie Eveillard on his return to money management. Eveillard had been one of Wall Street's best value investors, leading Bleichroeder's First Eagle Global fund to a 15.8% average annual return - compared with 13.7% for the S&P 500 - over his 26 years at the helm, according to Morningstar. Eveillard retired in 2004, after a two-year break, he's back.
In this interview, he talks about his two-year break, lack of opportunity in today's market, gold, homebuilder stocks, global credit boom and Japan and South Korea.
Full article link.
2007-06-20
Fortune Interviews with Jean-Marie Eveillard - A value maestro's encore
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