Tweedy Browne Global Value

Tweedy Browne Global Value

Last Update: 2014-07-18
Related: Tweedy Browne

Number of Stocks: 102
Number of New Stocks: 1

Total Value: $6,772 Mil
Q/Q Turnover: 3%

Countries: USA CHE JPN GBR NLD DEU FRA KOR SWE HKG NOR ITA FIN CAN SGP THA ESP
Details: Top Buys | Top Sales | Top Holdings  Embed:

Tweedy Browne Global Value' s Profile & Performance

Profile

The Tweedy, Browne Global Value Fund seeks long-term growth of capital by investing throughout the world in a diversified portfolio consisting primarily of non-U.S. marketable equity securities. Investments are focused in developed markets, and where practicable, perceived foreign currency exposure is hedged back into the U.S. dollar. The fund is a pure no-load fund with no 12b-1 provisions. The Fund is managed by the team of Tweedy Browne Partners.

Historical Allocation of Stock, Bonds, Cash

Total Holding History

Performance of Tweedy Browne Global Value

YearReturn (%)S&P500 (%)Excess Gain (%)
201319.6231.55-11.9
201218.3915.43.0
2011-4.132.08-6.2
3-Year Cumulative35.8 (10.7%/year)55 (15.7%/year)-19.2 (-5%/year)
201013.8215.06-1.2
200937.8526.4611.4
5-Year Cumulative113 (16.3%/year)125.5 (17.7%/year)-12.5 (-1.4%/year)
2008-38.31-37-1.3
20077.545.611.9
200620.1415.794.3
200515.424.9110.5
200420.01128.0
10-Year Cumulative135.2 (8.9%/year)104.1 (7.4%/year)31.1 (1.5%/year)
200324.9328.7-3.8
2002-12.14-22.110.0
2001-4.67-11.97.2
200012.39-9.121.5
199925.28214.3
15-Year Cumulative246.5 (8.6%/year)98.3 (4.7%/year)148.2 (3.9%/year)
199810.9928.6-17.6
199722.9633.4-10.4
199620.2323-2.8
199510.737.6-26.9
19944.361.33.1
20-Year Cumulative556.8 (9.9%/year)483.2 (9.2%/year)73.6 (0.7%/year)
199315.410.15.3

Top Ranked Articles

Tweedy Browne Global Value Fund New Buy and Adds
Through 2013’s first three quarters, Tweedy Browne (Trades, Portfolio)’s Global Value Fund returned 14.2%, underperforming its MSCI EAFE index benchmark’s 19.21%, but nearly doubling it since inception, at 10.24% versus 5.65%. As the market climbed over the year, fund managers found fewer and fewer bargain-priced stocks, “but we have plenty of dry powder should the markets present us with opportunity,” they wrote in their investor letter. Read more...
Tweedy Browne Global Value Fund's Top Stock Increases
The Tweedy Browne Global Value Fund seeks long-term growth of capital by investing throughout the world in a diversified portfolio consisting primarily of non-U.S. marketable equity securities. Although, they note, investments in U.S. securities are permitted and will be made when opportunities in the U.S. appear more attractive. Investments are focused in developed markets, and where practicable, perceived foreign currency exposure is hedged back into the U.S. dollar. The fund is currently managed by the team of Tweedy Browne Partners. As of the second quarter the Tweedy Browne Global Value Fund held 101 stocks, three of them new buys, valued at around $5.1 billion. Read more...
Tweedy Browne Global Value Fund Buys 3 New Stocks
The Tweedy Browne Global Value Fund (TBGVX) is a fund within Tweedy Browne Company LLC, a 93-year-old Ben Graham value firm overseeing $17.4 billion. Tweedy, Browne aims with its Global Value Fund to invest primarily in developed, non-U.S. companies, unless others in the U.S. appear more attractive. The fund, founded in 1993, has approximately $6.2 billion in net assets as of June 30, 2013. Read more...
Tweedy Browne Global Reports a New Position, with 3 Top Increases
The Tweedy Browne (Trades, Portfolio) Global Value Fund is composed of non-U.S. stocks, except when U.S. stocks have more appealing valuations. The fund as has $8.6 billion in net assets and since its 1993 inception, it has returned 10.3% on average annually. Read more...
Tweedy Browne Global Value’s Top Five Year End Stocks
The Tweedy Browne Global Value Fund seeks long-term growth of capital by investing throughout the world in a diversified portfolio consisting primarily of non-U.S. marketable equity securities. Although, they note, investments in U.S. securities are permitted and will be made when opportunities in the U.S. appear more attractive. Investments are focused in developed markets, and where practicable, perceived foreign currency exposure is hedged back into the U.S. dollar. The fund is currently managed by the team of Tweedy Browne Partners. As of the fourth quarter the Tweedy Browne Global Value Fund held 102 stocks, three of them new buys, valued at around $6.165 billion. Read more...
» More Tweedy Browne Global Value Articles

Commentaries and Stories

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Tweedy Browne's Q2 2014 Shareholder Letter
With the VIX (proxy for market volatility) at its lowest level since 2007, it is not surprising that investors’ tolerance for risk appears to be growing, as evidenced by the continued strength in global equities and most other financial instruments. In a fascinating study conducted by John Coates, a research fellow at Cambridge, linking risk taking to physical responses to stress, it was shown that when market volatility is high, cortisol (the “stress hormone”) levels increase, causing investor appetite for risk to decline. Conversely, when levels of market volatility are low, cortisol levels remain largely unaffected, resulting in a greater willingness on the part of investors to take on risk. One could argue that the complete transparency of central bank monetary policy around the globe, particularly in the United States, has caused the release of “one of the most powerful potential brakes on excessive risk taking in stocks.”† Whether or not we have reached bubble territory is subject to debate, but investors should be cognizant that, if risk is indeed largely predicated on the price one pays for a security, it is no time for complacency. As you well know, we are not More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Tweedy Browne Global Reports a New Position, with 3 Top Increases Tweedy Browne Global Value - Tweedy Browne Global Reports A New Position, With 3 Top Increases
The Tweedy Browne (Trades, Portfolio) Global Value Fund is composed of non-U.S. stocks, except when U.S. stocks have more appealing valuations. The fund as has $8.6 billion in net assets and since its 1993 inception, it has returned 10.3% on average annually. More...

  • Currently 3.00/5

Rating: 3.0/5 (3 votes)

Tweedy Browne Global Value’s Top Five Year End Stocks Tweedy Browne Global Value - Tweedy Browne Global Value’s Top Five Year End Stocks
The Tweedy Browne Global Value Fund seeks long-term growth of capital by investing throughout the world in a diversified portfolio consisting primarily of non-U.S. marketable equity securities. Although, they note, investments in U.S. securities are permitted and will be made when opportunities in the U.S. appear more attractive. Investments are focused in developed markets, and where practicable, perceived foreign currency exposure is hedged back into the U.S. dollar. The fund is currently managed by the team of Tweedy Browne Partners. As of the fourth quarter the Tweedy Browne Global Value Fund held 102 stocks, three of them new buys, valued at around $6.165 billion. More...

  • Currently 4.20/5

Rating: 4.2/5 (5 votes)

Tweedy Browne Global Value Fund New Buy and Adds Tweedy Browne Global Value - Tweedy Browne Global Value Fund New Buy And Adds
Through 2013’s first three quarters, Tweedy Browne (Trades, Portfolio)’s Global Value Fund returned 14.2%, underperforming its MSCI EAFE index benchmark’s 19.21%, but nearly doubling it since inception, at 10.24% versus 5.65%. As the market climbed over the year, fund managers found fewer and fewer bargain-priced stocks, “but we have plenty of dry powder should the markets present us with opportunity,” they wrote in their investor letter. More...

  • Currently 3.57/5

Rating: 3.6/5 (7 votes)

Tweedy Browne Global Value Fund's Top Stock Increases
The Tweedy Browne Global Value Fund seeks long-term growth of capital by investing throughout the world in a diversified portfolio consisting primarily of non-U.S. marketable equity securities. Although, they note, investments in U.S. securities are permitted and will be made when opportunities in the U.S. appear more attractive. Investments are focused in developed markets, and where practicable, perceived foreign currency exposure is hedged back into the U.S. dollar. The fund is currently managed by the team of Tweedy Browne Partners. As of the second quarter the Tweedy Browne Global Value Fund held 101 stocks, three of them new buys, valued at around $5.1 billion. More...

  • Currently 3.67/5

Rating: 3.7/5 (6 votes)

Tweedy Browne Global Value Fund Buys 3 New Stocks
The Tweedy Browne Global Value Fund (TBGVX) is a fund within Tweedy Browne Company LLC, a 93-year-old Ben Graham value firm overseeing $17.4 billion. Tweedy, Browne aims with its Global Value Fund to invest primarily in developed, non-U.S. companies, unless others in the U.S. appear more attractive. The fund, founded in 1993, has approximately $6.2 billion in net assets as of June 30, 2013. More...

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