Welcome to our Commentary & Insight page — a resource for thoughtful perspectives on value investing, market behavior, and company research. Here you’ll find original papers, portfolio commentary, interviews, and firm updates, all designed to keep investors informed about our strategy, outlook, and the thinking behind our decisions.
The above articles and reprints are designed to be illustrative of the general investment philosophy and broad investment style overview of Tweedy, Browne Company LLC (“TBC”), Investment Manager to the Tweedy, Browne Value Funds (the “Fund”). The articles reference performance data that is both dated and not representative of current performance of the Funds and, therefore, should not be relied upon as such. Click here to view current performance data for each Sub-Fund on our distributor’s website. No past performance data guarantees future results.
Annual
2025
Report
This is an Exciting Time for Value Investors
The Market NZZIn this interview, Mark Dittli sits down with Managing Director Thomas Shrager to discuss the importance of intrinsic valuation and how it provides safety in uncertain times.
As Value Investors, We Find Better Opportunities Outside the US
The Market NZZMark Dittli discusses the importance of valuation at time of purchase and how it can be a leading factor of investment performance.
Annual
2024
Report
semi-annual
2024
report
semi-annual
2023
report
Annual
2023
Report
semi-annual
2022
report
Annual
2022
Report