Letters by company

Ambev S.A.

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

First Eagle Investments Overseas Fund Commentary Overseas Fund recycled capital from successful holdings into overlooked sectors and geographies as US valuations remained elevated relative to non-US markets. The portfolio backed gold as protection against monetary and fiscal risks, while citing Alibaba, Prosus, Imperial Oil and TSMC for AI, cash-return and operating catalysts. 3Q 2025 6273 $29B7309 $9.4BABEV $49B