Tweedy, Browne International Value Fund II – Currency Unhedged (TBCUX)

Overview

The company is primarily engaged in investing in foreign equity securities that are perceived as undervalued by its advisers. While the firm's focus is on international markets, it does not completely exclude the U.S. market but invests in it to a lesser extent. The aim is to build a diversified portfolio that spans across various industries and countries. The approach is to mainly target equity securities of foreign issuers, with a supplementary strategy of investing in U.S. equity securities when they present appealing opportunities. This strategic investment allocation allows the company to potentially leverage growth in international markets while having the flexibility to capitalize on favorable conditions within the U.S. market.

Products and Services

• Foreign Equity Securities Investments

  This service focuses on investing in equity securities from companies located outside of the United States. The selection criterion is based on the perceived undervaluation of these securities, aiming to capitalize on the potential for significant appreciation. The investments cover a broad range of industries and countries, providing clients with a diversified exposure to international markets.

• Limited U.S. Equity Securities Investments

  Although the primary focus is on foreign markets, the company also invests in U.S. equity securities but on a more limited basis. This strategy is employed when U.S. opportunities are exceptionally attractive and complement the international investment portfolio. This approach provides a balanced investment strategy that leverages opportunities both domestically and internationally.

• Diversified Portfolio Construction

  The adviser seeks to construct a diversified investment portfolio that mitigates risk through diversification across various industries and countries. This approach is designed to protect against market volatility and sector-specific risks, aiming for steadier returns over the long term. By spreading investments across different markets, the company strives to achieve a balanced and robust investment portfolio for its clients.