Tweedy Browne

Tweedy Browne

Tweedy Browne CO LLC
Last update 2020-05-13 46 Stocks (3 new)
Value $2.16 Bil Turnover 7 %
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Tweedy Browne Profile

Tweedy, Browne is an investment partnership owned by its four Managing Directors, William H. Browne, John D. Spears, Thomas H. Shrager, and Robert Q. Wyckoff, Jr. The operations of Tweedy, Browne are managed by its Management Committee consisting of Christopher H. Browne, William H. Browne and John D. Spears. This investment partnership has been recognized by Warren Buffett as Graham-Doddsville Superinvestors. The Firm has been in the investment business for close to 90 years. Benjamin Graham, through his investment in Graham-Newman Corp., was one of Tweedy's brokerage clients in the 1930s and 1940s.

Tweedy Browne Investing Philosophy

The Tweedy Browne investment approach derives from the work of Benjamin Graham. Their research seeks to appraise the worth of a company, what Graham called "intrinsic value," by determining its acquisition value, or by estimating the collateral value of its assets and/or cash flow. Investments are made at a significant discount to intrinsic value, normally 40% to 50%, which Graham called an investor's "margin of safety." Investments are sold as the market price approaches intrinsic value, with the proceeds reinvested in other situations offering a greater discount to intrinsic value.
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Performance of Tweedy Browne Value Fund

Year Return % S&P500 % Excess Gain %
2019 16.05 30.58 -14.5
2018 -6.39 -4.57 -1.8
2017 16.46 21.7 -5.2
3-Year Cumulative (2017-2019) 26.52 (8.16/Year) 51.65 (14.89/Year) -25.13 (-6.73/Year)
2016 9.69 12 -2.3
2015 -5.39 1.24 -6.6
5-Year Cumulative (2015-2019) 31.30 (5.60/Year) 71.96 (11.45/Year) -40.66 (-5.85/Year)
2014 4.02 13.46 -9.4
2013 22.68 32.31 -9.6
2012 15.45 15.99 -0.5
2011 -1.75 1.9 -3.6
2010 10.51 15.05 -4.5
10-Year Cumulative (2010-2019) 110.02 (7.70/Year) 251.03 (13.38/Year) -141.01 (-5.68/Year)
2009 27.6 26.35 1.2
2008 -24.37 -36.79 12.4
2007 0.6 5.15 -4.6
2006 11.62 15.84 -4.2
2005 2.3 4.83 -2.5
15-Year Cumulative (2005-2019) 132.82 (5.80/Year) 257.98 (8.87/Year) -125.16 (-3.05/Year)
2004 9.42 10.7 -1.3
2003 23.24 28.18 -4.9
2002 -14.91 -21.58 6.7
2001 -0.08 -11.76 11.7
2000 14.45 -9.75 24.2
20-Year Cumulative (2000-2019) 205.51 (5.74/Year) 217.22 (5.94/Year) -11.71 (-0.20/Year)
1999 -0.49 20.38 -20.9
1998 14.07 28.69 -14.6
1997 4.07 33.49 -29.4
1996 8.67 22.5 -13.8
1995 3.05 38.06 -35
25-Year Cumulative (1995-2019) 304.15 (5.75/Year) 1009.46 (10.10/Year) -705.31 (-4.35/Year)
1994 -3.66 0.38 -4

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