Letters by company

China Evergrande New Energy Vehicle Group Limited

1 letter discussing EVGRF. Everything written about it on this site is on its ticker page.

First Eagle Investments Global Value Team Annual Letter Global Value Team argues that US market concentration, China’s economic weakness and growing sovereign debt make differentiated sources of risk and return essential. The team retains a diversified, bottom-up value approach and a structural gold allocation, citing inflation, currency debasement and geopolitical risk. 2024 EVGRF $237M