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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.

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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.