The American Way: Retirement Planning With a (Not Very) Overlooked Manager
We understand the confusion readers have expressed over some of the funds we’ve deemed “overlooked.”
First Eagle Fund Soars in High Yield Space
The fund has gone from $20 million in AUM to $600 million since the beginning of 2012, all from retail inflows.
New Hire Roundup: Morningstar Adds to Fund Research Team
This week in new hires, Morningstar announced six appointments for its fund analyst research team; James Machuga joined Merk Investments; and Philipp Hildebrand was named vice chairman at BlackRock.
2012 IA 25; Investing in Russia; Tech and ROI: May Investment Advisor—Slideshow
May brings the 10th annual IA 25 (well, ninth if you don’t count our special 30th anniversary edition, “Thirty for Thirty,” in 2010), Investment Advisor’s editors’ pick of the 25 most influential people in the industry.
First Eagle Fund’s Arnhold on Loving Japan and Hating Alpha
How much do you really know about First Eagle Funds? Sure, it’s racked up fantastic performance and given us legendary investors like Jean-Marie Eveillard, but its history is just as fascinating, and the tradition in which it’s steeped is a big part of its success.
New Hire Roundup: PIMCO Welcomes Johnson; Cepek Rises at Allianz
This week in new hires, Geoffrey Johnson joined PIMCO; Gretchen Cepek was promoted at Allianz Life; and Kimball Brooker was named portfolio manager at First Eagle.
Funds Celebrate Eveillard's Return
Revered portfolio manager Jean-Marie Eveillard has returned to portfolio management at Arnhold and S. Bleichroeder Advisers and the First Eagle Funds after more than two years of semi-retirement. He will be lead portfolio manager for First Eagle Global, Overseas, U.S. Value, and Overseas Variable funds. While semi-retired he was an...
Speaker of the Month: Don Phillips
The conscience of Morningstar tells why the June M