Jean-Marie Eveillard

Jean-Marie Eveillard

Last Update: 03-20-2015

Number of Stocks: 342
Number of New Stocks: 31

Total Value: $41,155 Mil
Q/Q Turnover: 10%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Jean-Marie Eveillard' s Profile & Performance

Profile

Jean-Marie Eveillard is Chief Investment Officer of the Arnhold and S. Bleichroeder Advisers, LLC Global Value Team and Portfolio Manager of First Eagle Global, Overseas, Gold, U.S. Value and Overseas Variable Funds. He was born in Paris, came to the U.S. in 1968, and became portfolio manager in 1979. Mr. Eveilland is now the firm's adviser.

Web Page:http://www.firsteaglefunds.com/

Investing Philosophy

Jean-Marie Eveillard is a value oriented investor. His approach to asset management is defined by the conviction that absolute long-term performance is the best way to preserve capital, rather than attempting to compete against the short-term movements of the major indices, and rigorous application of bottom-up fundamental analysis intended to reduce risk. His strategy incorporates on-site research by actively visiting companies and talking to managers to gain rounded, first-hand knowledge of investment prospects. Eveillard buys securities whose intrinsic value and long-term potential outweighs market risk.

Historical Allocation of Stock, Bonds, Cash

Total Holding History

Performance of First Eagle Global Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
20142.9313.69-10.8
201315.4932.39-16.9
201212.4616-3.5
3-Year Cumulative33.7 (10.2%/year)74.6 (20.4%/year)-40.9 (-10.2%/year)
2011-0.192.11-2.3
201017.5815.062.5
5-Year Cumulative56.9 (9.4%/year)105.1 (15.5%/year)-48.2 (-6.1%/year)
200929.9926.463.5
2008-21.06-3715.9
20079.95.494.4
200620.515.794.7
200514.914.9110.0
10-Year Cumulative145 (9.4%/year)109.4 (7.7%/year)35.6 (1.7%/year)
200418.3710.887.5
200337.6428.689.0
200210.23-22.132.3
200110.21-11.8922.1
20009.72-9.118.8
15-Year Cumulative432 (11.8%/year)86.4 (4.2%/year)345.6 (7.6%/year)
199919.5621.04-1.5
1998-0.2628.58-28.8
19978.5433.36-24.8
199613.6422.96-9.3
199515.2437.58-22.3
20-Year Cumulative801.8 (11.6%/year)554.6 (9.8%/year)247.2 (1.8%/year)
19942.521.321.2
199326.1510.0816.1
19928.417.620.8
199117.9330.47-12.5
1990-1.3-3.11.8
25-Year Cumulative1371.7 (11.4%/year)893.3 (9.6%/year)478.4 (1.8%/year)
198917.2131.69-14.5
198814.1516.61-2.5
198713.765.18.7
198625.0218.66.4
198532.7131.61.1
30-Year Cumulative3616.5 (12.8%/year)2402.2 (11.3%/year)1214.3 (1.5%/year)
19842.866.1-3.2
198324.0322.41.6
198231.5621.410.2
19818-513.0
198031.6632.3-0.6
35-Year Cumulative8769.7 (13.7%/year)4858.2 (11.8%/year)3911.5 (1.9%/year)

Top Ranked Articles

Jean-Marie Eveillard: Why You Should Emulate Him
A couple of days ago, I revealed that I had purchased an old investment book some time back entitled "Value Investing with the Masters" by Kirk Kazanjian. I was less than satisfied with the book and had placed it on my bookshelf mostly unread. Recently, I decided to endure what I felt was overall a lackluster performance at interviewing some investing greats and take the time to fully read it. After all, I reasoned, certainly there must be something I can take out of each chapter and apply it to myself or my investing style. Read more...
Volatility - Opportunity to the Investor, Risk to the Speculator
On January 19, Matt McLennan, portfolio manager of the First Eagle Global, Overseas, and U.S. Value Funds, in addition to being the successor of famed investor Jean-Marie Eveillard, appeared on WealthTrack with Consuelo Mack (here). When Consuelo asked him about volatility in equity markets, Mr. McLennan responded with something that’s worth talking about: Read more...
Will Tyco End Up Like ITT? Reviewing a Break-up
It’s now been four and a half months since ITT (ITT) broke itself up into three separate companies. I advocated investing in ITT before the break-up, and I wanted to review the position and see if it met my expectations. It’s also worthwhile to review this investing style since Tyco (TYC) is also doing a three way break-up by the end of the year. Read more...
FULL TRANSCRIPT and Video of Jean-Marie Eveillard's Interview with Consuelo Mack
CONSUELO MACK: This week on WealthTrack, a rare interview with Great Investor Jean-Marie Eveillard. First Eagle’s legendary value investor on the turbulent and shifting economic currents flowing around the world, from the U.S. to Europe to the Middle East to Asia and his personal strategies to navigate them, next on Consuelo Mack WealthTrack. Read more...
Made in Japan: A New Bull Market
Japan has now been through a 20-year bear market. Tokyo’s Nikkei – think of it as Japan’s Dow Jones Industrial Average – put in a new low last year. Even though it’s rallied a bit since then, it’s still down about 75% from its all-time high in 1989. That’s a brutal bear market. Read more...
» More Jean-Marie Eveillard Articles

Commentaries and Stories

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Jean-Marie Eveillard and Arnold Van Den Berg Raise Stakes in Small-Cap Stocks
Jean-Marie Eveillard is Chief Investment Officer of the Arnhold and S. Bleichroeder Advisers, LLC Global Value Team and former portfolio manager of First Eagle Global, Overseas, Gold, U.S. Value and Overseas Variable Funds. He was born in Paris, came to the U.S. in 1968, and became portfolio manager in 1979. The investor reported increasing his stake in DURECT Corporation (DRRX) on March 9, according to GuruFocus Real Time Picks. More...

Jean-Marie Eveillard, Arnold Van Den Berg, Small cap


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Jean-Marie Eveillard Ups Stake in Pharma Company Durect Jean-Marie Eveillard - Jean-Marie Eveillard Ups Stake In Pharma Company Durect
Former portfolio manager at First Eagle Funds, Jean-Marie Eveillard (Trades, Portfolio), increased his stake in Durect Corp (DRRX) on March 9 by more than 22%, according to GuruFocus’ Real Time Picks. More...

JEAN-MARIE EVEILLARD, FIRST EAGLE, DURECT, PHARMACEUTICAL


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First Eagle is Long in National Oilwell
In this article, let's take a look at National Oilwell Varco, Inc. (NOV), a $20.36 billion market cap company, which is a company that designs and manufactures drill rig equipment, provides down hole tools and services, and also provides supply chain integration services to the upstream oil and gas industry. More...

First Eagle, National Oilwell Varco


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Jean-Marie Eveillard's Most Heavily Weighted Stocks with Low P/E
Jean-Marie Eveillard (Trades, Portfolio) is Chief Investment Officer of the Arnhold and S. Bleichroeder Advisers, LLC Global Value Team and former Portfolio Manager of First Eagle Global, Overseas, Gold, U.S. Value and Overseas Variable Funds. He was born in Paris, came to the U.S. in 1968, and became portfolio manager in 1979. Mr. Eveilland is now the firm's adviser. More...

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Hewlett-Packard Increases Dividend by 10% Jean-Marie Eveillard,Jim Simons - Hewlett-Packard Increases Dividend By 10%
In this article, let's take a look at Hewlett-Packard Company (HPQ), a $60.03 billion market cap company, which provides products, technologies, software, solutions, and services to a wide range of consumers. More...

HP, Hewlett-Packard


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A look at Jean-Marie Eveillard's investment in Pfizer Jean-Marie Eveillard - A Look At Jean-Marie Eveillard's Investment In Pfizer
Jean-Marie Eveillard (Trades, Portfolio) is a value oriented investor. His approach to asset management is defined by the conviction that absolute long-term performance is the best way to preserve capital, rather than attempting to compete against the short-term movements of the major indices, and rigorous application of bottom-up fundamental analysis intended to reduce risk. His strategy incorporates on-site research by actively visiting companies and talking to managers to gain rounded, first-hand knowledge of investment prospects. Eveillard buys securities whose intrinsic value and long-term potential outweighs market risk. More...

LONG, PHARMACEUTICALS


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Recent Insider Buys
The All-In-One Guru Screener can be used to find the most insider buys over the past week by clicking on the Insiders tab and changing the settings for All Insider Buying to "500,000+ shares at $2,000,000" and Duration to "over the past 15 days." More...

Insider, Insider Buys


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Vulcan Material Announced a Huge 66.7% Increased in its Quarterly Dividend
In this article, let's take a look at Vulcan Materials Company (VMC), a $11.18 billion market cap company, which produces and sells construction aggregates, asphalt mix, and ready-mixed concrete primarily in the U.S. More...

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DE is below Peter Lynch Earning Line
From my watch list, let’s have a short view of Alliance Resource Partners LP (ARLP), that looks undervalued based on the Peter Lynch Price Value. More...

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Investment Legend Jean-Marie Eveillard – Speaking Out Jean-Marie Eveillard - Investment Legend Jean-Marie Eveillard – Speaking Out
Jean-Marie Eveillard has long believed that a portion of your portfolio should be dedicated to gold. More...

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A Look at Jean-Marie Eveillard's Top Buys Jean-Marie Eveillard - A Look At Jean-Marie Eveillard's Top Buys
Jean-Marie Eveillard (Trades, Portfolio), former portfolio manager of First Eagle Funds, added 31 new positions to his portfolio during the fourth quarter of 2014. More...

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5-year lows: Petroquest Energy Inc, eHealth Inc, Layne Christensen Co, and International Shipholding Corp.
According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Petroquest Energy Inc (PQ), eHealth Inc (EHTH), Layne Christensen Co (LAYN), and International Shipholding Corp (ISH). More...

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Packaging Corporation Is Returning Value to Shareholders
In this article, let's take a look at Packaging Corporation of America (PKG), a $8.15 billion market cap company, which manufactures and sells containerboard and corrugated packaging products in the United States, Mexico, Canada, and Europe. More...

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Revenue Growth Is the Key for Bed Bath & Beyond Chuck Royce,Jean-Marie Eveillard - Revenue Growth Is The Key For Bed Bath & Beyond
In this article, let's take a look at Bed Bath & Beyond Inc. (BBBY), a $13.9 billion market cap company, operating more than 1,500 stores in all 50 states, Puerto Rico, Canada, and Mexico. More...

Bed, Bath & Beyond


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This Hedge Fund Continues Betting on China-based Companies
Hedge funds have been filing their form 13-F, which is a quarterly report of equity holdings by filed institutional investment managers with at least $100 million in equity assets under management, as required by the United States Securities and Exchange Commission (SEC). In this article, let´s concentrate in one particular hedge fund and try to see the principal holdings in its portfolio. I will look into Shah Capital Management LLC. More...

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Weekly 3-Year Low Highlights: RYN, PICO, JIVE, GEOS
According to GuruFocus list of 3-year lows, Rayonier Inc, PICO Holdings Inc, Jive Software Inc, and Geospace Technologies Corp have all reached their 3-year lows. More...

WEEKLY, 3, YEAR, LOW, HIGHLIGHTS


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Value Investing Legend Jean-Marie Eveillard On What Ails Japan Jean-Marie Eveillard - Value Investing Legend Jean-Marie Eveillard On What Ails Japan
Japan has been stuck with virtually no growth since the 1990s following an incredible double bubble in real estate and stocks that was built up in the 1980s. More...

Jean-Marie Eveillard, Japan, Video


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Part Four: A Continuing Discussion on Intrinsic Value Jean-Marie Eveillard,Warren Buffett,Seth Klarman - Part Four: A Continuing Discussion On Intrinsic Value
In a recent interview with Consuelo Mack of WealthTrack (link), Jean-Marie Eveillard of First Eagle Funds said something that I’ve heard many times before – and something I have a tough time understanding. I figured it’s about time that I put my thoughts on this topic in writing. More...

NONE


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First Eagle Investment Management Annual Letter to Shareholders 2014
Dear Fellow Shareholders, At First Eagle, we remain committed to protecting and preserving our shareholders’ purchasing power over time. Irrespective of short-term market events, swings in investor confidence or the pressure to follow a new market paradigm, our first priority is unwavering: to provide prudent stewardship of the assets you have placed in our care. More...

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Eveillard's Top 5 New Buys During Q4 Jean-Marie Eveillard - Eveillard's Top 5 New Buys During Q4
John-Marie Eveillard is the Senior Adviser and Board Trustee of First Eagle Funds and Senior Vice President of Arnhold and S. Bleichroeder Advisers. More...

JEAN-MARIE EVEILLARD, FIRST EAGLE FUNDS, DISCOVER, UNION PACIFIC


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