For more information, or to be added to our mailing list, please contact us at info@tweedy.com.
As of 03/18/24 | NAV | $ Change |
---|---|---|
International Value Fund | 28.23 | +0.06 |
International Value Fund II | 17.42 | +0.02 |
Value Fund | 19.05 | +0.04 |
Worldwide High Dividend Fund | 5.88 | +0.00 |
To view a Fund's historical performance, click on the Fund name above. |
Note: Each of these documents can be mailed to you directly via U.S. Mail or can be viewed here.
INSIGHT: Revenge of the Nerds
We share our perspective on the case for value and international investing.
Different Perspectives on Investment Performance: International Value Fund
An in-depth and comprehensive case study of the performance record of the Tweedy, Browne International Value Fund since its inception in June of 1993, including analysis of rolling period results in different market environments, the variability of returns, down market performance, "peak-to-trough" declines and subsequent recovery, upside/downside capture ratios, and after tax returns.
The Dichotomy Between US and Non-US Returns
An examination of long term results of the S&P 500 and MSCI EAFE Indexes.
How Hedging Can Substantially Reduce Foreign Stock Currency Risk
We try to be as close to currency "agnostic" as possible. This paper addresses why we hedge the Tweedy, Browne International Value Fund and Tweedy, Browne Value Fund, how we hedge and the costs/benefits associated with hedging foreign currency exposure. The paper also addresses why we offer two unhedged Funds, the Tweedy, Browne Worldwide High Dividend Yield Value Fund and the Tweedy, Browne International Value Fund II - Currency Unhedged.