Thomas Kertsos discusses First Eagle Investment Management and the First Eagle Gold Fund. Through the fund, Mr. Kertsos aims to generate long-term real returns. When it comes to stock selection and capital allocation, Mr. Kertsos analyzes precious metals stocks on valuation, resilience, duration and cyclical upside. Mr. Kertsos does not speculate on the price of gold or make directional bets. Rather, he views gold as a potential hedge against extreme market outcomes. According to Mr. Kertsos, gold has maintained its purchasing power over the long term and is unique in that it can serve as a hedge against both inflationary and deflationary risks. Mr. Kertsos believes his view of gold and his focus on downside protection is what differentiates the fund.
Full interview available here.
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