First Eagle Investments, based in New York City, is a leading US investment management firm serving as an advisor to the First Eagle Funds. The company oversees a range of investment strategies and funds, notably including the First Eagle Global Fund, First Eagle Overseas Fund, and First Eagle Fund of America.
Jean-Marie Eveillard joined the First Eagle Investment Management Global Value team as a senior adviser in March 2009 and currently serves as a board trustee for First Eagle Funds. He originally served as the lead portfolio manager for all Global Value investment strategies from 1993 to 2004. Although he relinquished these responsibilities on December 31, 2004, Jean-Marie continued as a senior adviser to the team. He resumed his role as lead portfolio manager and head of the team in 2007 until Matt McLennan took over as head in September 2008. Jean-Marie began his career in 1962 at Société Générale and moved to the United States in 1968. By 1970, he was an analyst with the SoGen International Fund, becoming its portfolio manager in 1979. The fund was later renamed the First Eagle Global Fund. Recognized for his achievements, Jean-Marie was named Morningstar’s International Manager of the Year in 2001 and received a Lifetime Achievement Award from Morningstar in 2003 for his outstanding long-term contributions to the investment industry. Jean-Marie is a graduate of École des Hautes Études Commerciales, a prestigious French graduate school specializing in economic studies.
First Eagle Investment Management operates as a hedge fund managing discretionary assets totaling $91,403,209,067, as reported in their Form ADV dated March 2024. The firm serves 36 clients and reported $44,022,364,403 in managed 13F securities for Q1 2024, with a notable top 10 holdings concentration of 33.95%. First Eagle Investment Management's largest holding is Oracle Corp, with 14,197,189 shares held.
| Fund Name: | First Eagle Investment Management |
| Manager | Jean-Marie Eveillard |
| Portfolio Value | $44,022,364,403 |
| Change This QTR | +1.05% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | ORCL | 14,197,189 | $1,783,308,915 | -24% | 4.05% | ||
| 2. | META | 3,554,783 | $1,726,131,718 | -37% | 3.92% | ||
| 3. | IMO | 22,383,591 | $1,544,669,016 | -1% | 3.5% | ||
| 4. | XOM | 13,203,799 | $1,534,809,593 | +1% | 3.48% | ||
| 5. | HCA | 4,502,539 | $1,501,731,926 | +1% | 3.41% |
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2024-02-09 | ||||
| 2024-02-09 | ||||
| 2024-02-09 | ||||
| 2024-02-08 | ||||
| 2024-02-08 |
