Market & Topical Perspectives

First Eagle Small Cap Team Celebrates Three Years

First Eagle Small Cap Team Celebrates Three Years

Strategy Highlights

  • Time Flies

    The Small Cap Team now has a three-year track record at First Eagle.

     

  • Growing AUM

    The strategy has amassed over $2B in assets under management, but capacity remains. It is available as a mutual fund and separate account. Please contact us for other available vehicles.

  • True Small Cap Specialists

    The team has deep expertise with 15+ years of investment experience and has grown to 8 members since joining First Eagle.

  • Distinct Approach

    We believe the team’s active approach combined with the inefficiency of the small cap market will result in outperformance over time.

True Small Cap Specialists

The seasoned management team has deep experience leveraging opportunities offered by small and micro-cap companies across market cycles.

Click arrows to view the full team.

Risk Disclosures

The value and liquidity of portfolio holdings may fluctuate in response to events specific to the companies or markets, as well as economic, political or social events in the United States or abroad. During periods of market volatility, the value of individual securities and other investments at times may decline significantly and rapidly. The securities of small and micro-size companies can be more volatile in price than those of larger companies and may be more difficult or expensive to trade.

There are risks associated with investing in securities of foreign countries, such as erratic market conditions, economic and political instability and fluctuations in currency exchange rates. These risks may be more pronounced with respect to investments in emerging markets.

A principal risk of investing in value stocks is that the price of the security may not approach its anticipated value or may decline in value. “Value” investments, as a category, or entire industries or sectors associated with such investments, may lose favor with investors as compared to those that are more “growth” oriented.

All investments involve the risk of loss of principal.

FEF Distributors, LLC (“FEFD”) (SIPC), a limited purpose broker-dealer, distributes certain First Eagle products. FEFD does not provide services to any investor, but rather provides services to its First Eagle affiliates. As such, when FEFD presents a fund, strategy or other product to a prospective investor, FEFD and its representatives do not determine whether an investment in the fund, strategy or other product is in the best interests of, or is otherwise beneficial or suitable for, the investor. No statement by FEFD should be construed as a recommendation. Investors should exercise their own judgment and/or consult with a financial professional to determine whether it is advisable for the investor to invest in any First Eagle fund, strategy or product.

First Eagle Investments is the brand name for First Eagle Investment Management, LLC and its subsidiary investment advisers.

© 2024 First Eagle Investment Management, LLC. All rights reserved.