Charles de Vaulx Portfolio - Stockpickr! Your Source for Stock Ideas

Charles de Vaulx

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Date updated:04-15-2007

Charles de Vaulx is a classic long term value investor who is chief investment officer of the Arnhold and S. Bleichroeder Advisers and also manages the First Eagle Funds, whose flagship fund -- the First Eagle Global Fund -- has returned 15% annually since its inception in the seventies.

In a recent interview with Barron’s Online, de Vaulx had this to say about the equity markets in 2007:

“We have no clue. As value investors, we have a view as to how cheap or expensive either an entire market or some subsets are. But valuation alone has very little predictive power short term as to what a market or a sector will do. Which is why when sometimes people say, "Charles you have 35% of your U.S. Value Fund in cash. It's a form of market timing. You expect the market to go down." I say, "No, it's just a reflection that I find most stocks out there to be somewhat pricey." It says nothing about what the market may or may not do in the next six months.”

MSFT
Microsoft Corpora
$21.40
0.00%
$21.42

No Analysis added

People owning MSFT also tend to own: AAPL AMD CSCO DELL GOOG IBM INTC

TheStreet.com Rating: C What is this?

COST
Costco Wholesale
$49.45
-0.50%
$49.55

No Analysis added

People owning COST also tend to own: AMT ANF AVID CNO COH ESI EXPD

TheStreet.com Rating: C+ What is this?

BRK-A
Berkshire Hathawa
$91976.00
0.00%
$91600.00

No Analysis added

People owning BRK-A also tend to own: COF EBAY HD JNJ LINTA OSTK PFE

TheStreet.com Rating: No Rating What is this?

JNJ
Johnson & Johnson
$56.21
0.00%
$56.05

No Analysis added

People owning JNJ also tend to own: AA AIG IBM INTC JPM KO MSFT

TheStreet.com Rating: B What is this?

COP
Conocophillips
$47.93
0.00%
$48.00

No Analysis added

People owning COP also tend to own: AA ALL APC BUD CVX DOW GSK

TheStreet.com Rating: D What is this?

RYN
Rayonier Inc.
$40.35
0.00%
$41.21

No Analysis added

People owning RYN also tend to own: ATVI CCJ CELG CRZO DSX DVN EMC

TheStreet.com Rating: C+ What is this?

TYC
Tyco Internationa
$28.50
-1.25%
$28.86

No Analysis added

People owning TYC also tend to own: BRK-A COF EBAY HD JNJ LINTA OSTK

TheStreet.com Rating: D What is this?

NEM
Newmont Mining Co
$48.52
0.00%
$48.03

No Analysis added

People owning NEM also tend to own: PG RIG FTO PD NSTK PAAS ABX

TheStreet.com Rating: C- What is this?

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04/16/2007 12:15 PM CDT Asked by avrl
Charles is leaving the company and not acting as PM...

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