- Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting services for individuals, institutions, partnerships, pension and profit-sharing plans, charitable foundations, trusts, and offshore funds. Tweedy, Browne serves investors in the U.S.
- For the nine months ending June 30, 2021, all Funds, with the exception of the Worldwide High Dividend Yield Value Fund, outperformed their respective benchmark indices with cumulative returns ranging from 23.63% to 29.71%.
- Since the pandemic lows of well over a year ago in late March of 2020, the Tweedy Funds, while trailing their respective benchmarks, have risen like a phoenix alongside the global economy producing cumulative returns of between 55.87% and 67.99%.
- Returns in the Tweedy Funds during the quarter were led by strong results in a number of the Funds’ interactivemedia, food, beverage, pharmaceutical, and industrial holdings.
- As “big tech” bounced back in the latter half ofthe quarter, Alphabet, the largest holding in both the International Value and Value Funds, produced avery robust return. With economies reopening around the world, the Funds’ food and beverage holdingsrebounded, with Nestlé, Unilever, Heineken, Diageo, and Coca-Cola FEMSA all delivering solid returns.
For further details see:
Tweedy, Browne Fund Q2 2021 Commentary