Tweedy Browne Global Value

Tweedy Browne Global Value

Last update 2020-07-17 87 Stocks (1 new)
Value $5.77 Bil Turnover 1 %
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Tweedy Browne Global Value 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.

Tweedy Browne Global Value Investing Philosophy

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Performance of Tweedy Browne Global Value

Year Return % S&P500 % Excess Gain %
2019 14.63 30.58 -15.9
2018 -6.67 -4.57 -2.1
2017 15.43 21.7 -6.3
3-Year Cumulative (2017-2019) 23.49 (7.29/Year) 51.65 (14.89/Year) -28.16 (-7.60/Year)
2016 5.62 12 -6.4
2015 -1.46 1.24 -2.7
5-Year Cumulative (2015-2019) 28.53 (5.15/Year) 71.96 (11.45/Year) -43.41 (-6.28/Year)
2014 1.51 13.46 -12
2013 19.62 32.31 -12.7
2012 18.39 15.99 2.4
2011 -4.13 1.9 -6
2010 13.82 15.05 -1.2
10-Year Cumulative (2010-2019) 101.62 (7.26/Year) 251.03 (13.38/Year) -149.41 (-6.12/Year)
2009 37.85 26.35 11.5
2008 -38.31 -36.79 -1.5
2007 7.54 5.15 2.4
2006 20.14 15.84 4.3
2005 15.42 4.83 10.6
15-Year Cumulative (2005-2019) 155.67 (6.46/Year) 257.98 (8.87/Year) -102.31 (-2.39/Year)
2004 20.01 10.7 9.3
2003 24.93 28.18 -3.2
2002 -12.14 -21.58 9.4
2001 -4.67 -11.76 7.1
2000 12.39 -9.75 22.1
20-Year Cumulative (2000-2019) 260.84 (6.63/Year) 217.22 (5.94/Year) 43.62 (0.69/Year)
1999 25.28 20.38 4.9
1998 10.99 28.69 -17.7
1997 22.96 33.49 -10.5
1996 20.23 22.5 -2.3
1995 10.7 38.06 -27.4
25-Year Cumulative (1995-2019) 721.12 (8.79/Year) 1009.46 (10.10/Year) -288.34 (-1.31/Year)
1994 4.36 0.38 4
1993 15.4 10.08 5.3

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