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Market Commentary

Market Commentary – May 2019 – Managing the Managers

This May, I was invited out to Manhattan, NY for a due diligence trip with First Eagle Investment Management.  First Eagle has been the only money manager that I have used throughout my 17 year career in this business and one of their funds was the first fund I ever sold a client. They have always taken a thoughtful approach to portfolio construction and follow the mantra of being patient and investing in businesses rather than trading in and out of pieces of paper. Being that I have been invested with them...