A Value Manager on the Market: “Little Room for Error”
- Posted by ToddSullivan
- on October 23rd, 2009
This is a good interview from Aaron Task (@atask).
I agree with the conclusions of Abhay Deshpande. I have no idea who he is but:
oversees more than $20 billion as a portfolio manager for First Eagle Funds, including the U.S. Value, Overseas and Global funds, which are up 19.5% and 28% in the past year, respectively.
He makes the point that most large caps are fairly valued.
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Todd's investing strategy is essentially long with the rare short. He seeks to buy undervalued issues with an upcoming catalyst that will help them realized.... More »
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