We believe the key to being successful as a value investor in the long-term is a willingness to accept the near-term randomness that goes on in markets.
The Tweedy, Browne International Value Fund (CHF) seeks long-term capital appreciation by investing worldwide in a diversified portfolio consisting primarily of equity securities. The portfolio’s investments are focused on companies in developed markets, and where practicable, foreign currency exposure is hedged to the Swiss Franc. 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.
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As of 31 March 2026, the current Managing Directors, retired principals, their families, and employees of Tweedy, Browne had more than US$1.5 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.
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