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First Eagle Global Fund Q3 202 Portfolio Update

All Articles on Seeking Alpha·about 21 hours ago
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Summary

  • Global Fund A Shares (without sales charge) posted a return of 2.10% in third quarter 2026.
  • Leading contributors in the First Eagle Global Fund this quarter included Workday, Inc. Class A, Meta Platforms, Inc. Class A, Salesforce.com, Inc., Becton, Dickinson and Company and gold bullion.
  • The leading detractors in the quarter were LVMH Moet Hennessy Louis Vuitton SE, Samsung Life Insurance Co., Ltd., Weyerhaeuser Company, British American Tobacco p.l.c. and IPG Photonics Corporation.
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The following segment was excerpted from the First Eagle Global Fund Q3 2026 Commentary.


Global Fund A Shares (without sales charge) posted a return of 2.10% in third quarter 2026. North America and Japan were the leading contributors by region, while developed