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The Bottom-Up Search for Value and Income
by Giorgio Caputo of J O Hambro Capital Management, 5/10/18

Today, we are finding income with a margin of safety in certain industries where we believe the threat of disruption is overblown. This is not to suggest that these industries (which include advertising, automobiles and retail) will not face disruption, but rather that the magnitude - or the timing - of the threat may be overstated.

Navigating the Current Rate Environment
by Giorgio Caputo of First Eagle Investment Management, 12/17/15
Low interest rates globally have been an important driver of asset price returns over the past few years and are very much on investors’ minds today. In our conversations with financial advisers, many questions come up: How long can we expect the low-rate environment to continue? What has led rates to be so low in the first place? What are the consequences of global central banks’ quantitative easing (“QE”) policies? Have we definitively slain the specter of inflation?

Investing for Income and Capital Appreciation
by Giorgio Caputo, Rob Hordon, Ed Meigs, Sean Slein of First Eagle Investment Management, 5/7/13
A Q&A with First Eagle Investment Managements senior members and their market views and strategic insights.
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