Matthew McLennan (First Eagle) - Investing for Resilience

Far From The Finishing Post - A podcast by Troy Asset Management

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Matthew McLennan is co-head of First Eagle’s Global Value team and one of the portfolio managers of Global Value, a strategy that has delivered strong long-term compound returns. We discuss the importance of humility and patience, why resilience is emphasised throughout the portfolio, and how Global Value has survived and thrived across a broad range of market environments. Show notes: [01:24] How an unusual childhood informed Matt’s approach to investing [03:52] Succeeding Jean-M...