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First Eagle Global Fund's investment thesis on Philip Morris ($PM) — Q3 2025 | Buyside Digest

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$PMNYSEPhilip Morris

BULL

First Eagle Global Fund—PM

Fund Letter

Q3 2025

Published September 30, 2025

View Fund Profile

$188.63USD

+3.3% vs last month

$153.27Pitched

+23.1% since pitch

Market Cap$294.0B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

First Eagle Global Fund returned 8.93% in Q3 2025, outperforming the MSCI World Index as equity markets rebounded from April lows driven by AI spending and Federal Reserve easing prospects. The fund maintains...

— First Eagle Investment Management, LLC

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