13 Sep 2024 Persistence Pays ( Portfolio )

Matthew McLennan and Kimball Brooker of First Eagle Investments describe how they build resilience into their portfolios, why they think that's particularly important today, why they tend to be slow to trade, their latest thoughts on owning gold, and what they think the market is missing today in Haleon, Shimano, Itaúsa, Douglas Emmett and ONEOK.