There is an abundance of empirical evidence that suggests that portfolios consisting of high dividend yielding securities may produce attractive total returns over long measurement periods.
The Tweedy, Browne Global High Dividend Value Fund seeks long-term capital appreciation by investing primarily in equity securities worldwide that offer above-average dividend yields, which generally include those with consistent or growing dividends, and where investor expectations are currently modest but expected to improve. The Sub-Fund employs a traditional Benjamin Graham value investing approach, focusing primarily on securities trading at a discount from the adviser’s assessment of intrinsic value, as defined by metrics such as book value, earnings, or private market value. The Sub-Fund is actively managed and does not aim to resemble a benchmark index.
As of 30 June 2026, the current Managing Directors, retired principals, their families, and employees of Tweedy, Browne had more than US$1.6 billion invested in portfolios that were combined with or similar to client portfolios. The total assets under management at Tweedy, Browne were approximately $7 billion as of the same date.
