FIRST EAGLE INVESTMENTS

First Eagle seeks to generate attractive real returns for our clients over the long term. This tradition remains central to our mission today, guided by a set of core investment tenets that sustains our culture while also allowing philosophical autonomy among our talented portfolio management teams and throughout our range of actively managed equity and equity-oriented, public and private credit, multi-asset and alternative strategies.

FIRST EAGLE INVESTMENTS articles / content

US Small Caps in Focus: 3Q26

FIRST EAGLE INVESTMENTS

US Small Caps in Focus: 3Q26

Shifting Gears as AI Soars and Rates Rise. Head of the Small Cap team and Portfolio Manager Bill Hench explains...

2Q26 Small Cap Market Overview

FIRST EAGLE INVESTMENTS

2Q26 Small Cap Market Overview

Smaller stocks surged in the second quarter as easing Middle East tensions buoyed investor confidence.

Can Small Caps Continue to Offer Opportunity?

FIRST EAGLE INVESTMENTS

Can Small Caps Continue to Offer Opportunity?

Head of the Small Cap team and Portfolio Manager Bill Hench explains what has been fueling the performance of small...

The Small Idea: Onward, Small Cap Soldiers!

FIRST EAGLE INVESTMENTS

The Small Idea: Onward, Small Cap Soldiers!

During the seemingly eternal trial of small cap underperformance, we took comfort in George Harrison’s reassurance that “All Things Must...

The Case for US Small Caps Now

FIRST EAGLE INVESTMENTS

The Case for US Small Caps Now

Bill Hench, portfolio manager and head of the Small Cap team, spoke to Wealthwise about why US small cap stocks...

1Q26 Small Cap Market Overview

FIRST EAGLE INVESTMENTS

1Q26 Small Cap Market Overview

While not immune to the shift in investor sentiment during the first quarter, small caps appear to be amid a...

Riding the Small Cap Earnings Rebound

FIRST EAGLE INVESTMENTS

Riding the Small Cap Earnings Rebound

Head of the Small Cap team and Portfolio Manager Bill Hench explains how earnings growth momentum has fueled small cap...

The Small Idea: Everything Old Is New Again

FIRST EAGLE INVESTMENTS

The Small Idea: Everything Old Is New Again

Oh, for the good old days when fundamentals were king.

4Q25 Small Cap Market Overview

FIRST EAGLE INVESTMENTS

4Q25 Small Cap Market Overview

The good news is that 2025 was the third consecutive year of gains by small cap stocks. The bad news...