First Eagle Investment Management LLC

First Eagle Investment Management LLC

First Eagle Investment Management LLC

Overview
Date Founded

1864

Headquarters

1345 Avenue Of The Americas New York NY United States 10105-0048

Type of Company

Private

Employees (Worldwide)

201

Industries

Investment Services & Portfolio Management

Company Description

First Eagle Investment Management (FEIM) s a global, value-oriented investment manager that seeks to produce consistent absolute returns over the long-term without regard for industry benchmarks. They construct well-diversified portfolios through cautious security selection with an emphasis on risk aversion. The firm focuses on investments with a substantial margin of safety, healthy balance sheets and clear business models. First Eagle employs bottom-up security analysis that is independent of broad market conditions or industry trends and focuses on downside protection. FEIM currently manages the following primary investment strategies: Global Value & International Value; High Yield; US Opportunities, Multi-Asset Absolute Return; International Small Cap Value; World Opportunities; and Tail Hedge.

Website
Contact Data
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Executives & Employees

President & Chief Executive Officer

Chief Financial Officer

General Counsel, Senior Vice President

General Counsel, Senior Vice President

Deputy General Counsel

Chief Compliance Officer

Head of Retail Distribution

Head of Marketing

Head of National Accounts

Head, Retirement Investment Solutions

Board of Directors

Co-President & Co-Chief Executive Officer at First Eagle Holdings, Inc.

Managing Director at TA Associates Management, L.P.

Director at The American Council on Germany

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Recent Transactions
Details Hidden

Industrias Celulosa Aragonesa SA purchases Emin Leydier SA from First Eagle Investment Management LLC

Details Hidden

First Eagle Investment Management LLC, Corsair Capital LLC purchase NewStar Financial, Inc.

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FedEx Corporation purchases TNT Express NV from PostNL NV

Transaction Clients
Lender

Advised on FedEx Corporation purchases TNT Express NV from PostNL NV

Transaction Advisors
Legal Advisor

Advised onCarrefour Group purchases Guyenne & Gascogne SA from First Eagle Investment Management LLC

Investment Advisor

Advised onCorsair Capital LLC, The Blackstone Group LP, First Eagle Investment Management LLC /Private Group purchase First Eagle Investment Management LLC from TA Associates Management, L.P., First Eagle Holdings, Inc.

Legal Advisor

Advised onIndustrias Celulosa Aragonesa SA purchases Emin Leydier SA from First Eagle Investment Management LLC

Legal Advisor

Advised onFirst Eagle Investment Management LLC, Corsair Capital LLC purchase NewStar Financial, Inc.

Counsel

Advised onIndustrias Celulosa Aragonesa SA purchases Emin Leydier SA from First Eagle Investment Management LLC

Associate

Advised onCarrefour Group purchases Guyenne & Gascogne SA from First Eagle Investment Management LLC

Advisors & Consultants
Custodian

The Bank of New York Mellon Corp. is a bank holding company, which engages in the provision of financial services. It operates through the following segments: Investment Management, Investment Services, and Other. The Investment Management segment provides services to institutional and retail investors, as well as investment management, wealth and estate planning. The Investment Services segment includes institutional trust and custody fees, broker-dealer services, corporate trust, depositary receipts, and foreign exchange. The Other segment consists of leasing portfolio, corporate treasury, derivatives, and insurance services. The company was founded by Alexander Hamilton on June 9, 1784 and is headquartered in New York, NY.

Custodian

Founded in 1969, Morgan Stanley & Co. LLC is an SEC-registered broker/dealer headquartered in New York City. The firm is the primary broker subsidiary of Morgan Stanley (NYSE: MS). They are a member of FINRA. Morgan Stanley & Co. provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.The firm's Sales & Trading division offers cash and electronic trading platforms where Morgan Stanley acts as principal (including as a market maker) and agent in executing transactions globally in equity and equity-related products. These products include equity swaps, options, warrants and futures overlying individual securities, indices and baskets of securities and other equity-related products. Morgan Stanley's Institutional Equity division is a global leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. Their Fixed Income team deals in a diverse range of products including interest rate and currency products, credit products, derivatives and commodities.

Custodian

Bank of America NA (Charlotte, North Carolina) provides national commercial bank services. It offers commercial banking services such as financing, checking accounts, savings accounts, and investment banking for individual clients. The firm is headquartered in Charlotte, NC.

Clients

The Mission of SERS is to provide our members, retirees, and beneficiaries with pension benefit programs and services that are soundly financed, prudently administered, and delivered with understanding and responsiveness. Vision Where We Will Go - SERS understands the need to change based on our current environment and mission. Our values will help guide us as we explore the development of a sustainable pension and health care model, the creation of a "change-ready" culture, and the development of new strategic partnerships over the next five years. SERS will explore the costs and benefits of new types of pension and health care funding structures and investment models, eligibility and service delivery models to ensure the most efficient and effective uses of our members’ resources. SERS will review pension and health care plan design, eligibility and reduction factors in light of current and future environmental factors. In weighing the alternatives, SERS will keep in mind the overriding goals to: Maintain a sound level of funding. Provide access to health care for eligible SERS retirees and their dependents. SERS is committed to an organizational culture in which both Board and staff support success in meeting the challenges of our environment. This change-ready culture will require: Understanding the emerging needs of members and retirees, and how our partners can help us meet those needs. Highly skilled and empowered Board and staff members who clearly understand their roles and responsibilities, and are provided with the training, tools, and organizational support to enable success. Performance measures that hold vendors as well as SERS accountable for individual and team performance in achieving SERS’ goals. Collaboration and partnership within and across departments and partner organizations, focused on achieving the mission and goals of SERS. Continual process improvement and innovation to reduce costs and improve service levels. SERS believes that the key to achieving our mission will be through strategic partnerships with those organizations and individuals who have an impact on our members’ well-being and financial security. This new model of communication and collaboration will allow us to identify, and deliver solutions for, the issues of greatest impact to our members and retirees. SERS will explore new ways to communicate with our strategic partners: Multiple service channels for our members: (face-to-face, electronic, web, multi-lingual, etc.). Increased communications through employers, as well as directly to members and retirees. Lobbying and public education to minimize the potential for detrimental legislation. Education and communication to all partners, to provide: Realistic expectations of benefits Clear understanding of the value of the employers' investment Tools to assist our members in effective retirement planning and preparation Our Values Who We Are - We believe these deeply ingrained principles guide all of our actions and enable SERS to fulfill its mission: Member and Retiree Focus We focus on the needs of our members and retirees by “serving the people who serve our schools.” Integrity We believe in the highest professional standards and ethical conduct and the accountability needed to succeed and achieve our goals. We uphold ethical and professional conduct by word and example. Open Communication We practice respectful, direct, and proactive communication. Continuous Innovation We celebrate success and strive for quality, and continually seek better ways to fulfill our mission to our members and retirees. We value individual and organizational courage, and a willingness to change. Teamwork We are committed to achieving our mission in a manner that encourages participation and values each person’s contributions. Strategic Plan Creating a secure retirement requires a partnership among members, employers, and public retirement systems, each with important responsibilities. The SERS Leadership team defined the responsibilities for each partner for four critical elements of retirement security, and created a Retirement Security Compact. This Compact described each partners’ responsibilities and provided a framework that the Leadership team used in developing strategic priorities and tactics. Elements of a secure retirement include: A well thought-out plan for retirement Sufficient financial resources Good health Life resources In light of the Retirement Security Compact, the Leadership team identified 5 strategic priorities: Develop Long-Term Plan for Pension Security Develop Long-Term Plan for Healthcare Security Ensure Effective Board and Staff Collaboration Communicate Effectively with Stakeholders Ensure Appropriate Resource Structure (human, financial, infrastructure)

Non-Profit Donations & Grants
$10K - $25K
2014
$10K - $25K
2013
$10K - $25K
2012
Investors
Details Hidden
Details Hidden

Strategic Partners is a global investor in the secondary private equity market. The firm focuses on of board range of sectors.