Being Deliberate in a Downdraft
First Eagle U.S. Value's Kimball Brooker on the fund's recent deployment of cash, avoidance of banks, and a mid-cap insurance pick.
Bridget Hughes: Hi, I am Bridget Hughes. I am one of the fund analysts at Morningstar, and I am here with Kimball Brooker, who is an associate portfolio manager on First Eagle U.S. Value. Thanks for joining us, Kimball.
Kimball Brooker: Thanks for having me.
Bridget B. Hughes does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.