Tweedy, Browne International Value Fund (TBGVX)

Overview

The fund is designed for investors looking to diversify their portfolios by incorporating foreign equity securities, which are considered undervalued. Advised by a team committed to identifying such opportunities, the fund aims to balance its investments across various industries and countries, enhancing the potential for global growth. While its primary focus is on foreign issuers, the fund remains versatile, allowing limited investments in U.S. equity securities when they present an attractive value. This approach aims to create a well-rounded portfolio that can navigate the complexities of international markets while seeking growth.

Products and Services

• Foreign Equity Securities Investments

  The cornerstone of the fund’s strategy is to invest in equity securities of foreign issuers that are believed to be undervalued. This includes a wide range of companies across different industries and geographical locations, aiming to capitalize on global market inefficiencies and growth potentials.

• U.S. Equity Securities Investments

  Although primarily focused on foreign assets, the fund also considers investments in U.S. equity securities. This diversification strategy is employed selectively, based on specific opportunities that align with the fund's criteria for value and potential returns. It allows the fund to take advantage of domestic market conditions and opportunities when they are deemed favorable.

• Diversified Portfolio Construction

  Central to the fund's approach is the construction of a diversified investment portfolio. By spreading investments across various industries and countries, the fund aims to reduce risk related to specific sectors or geographical areas. This diversification is intended to contribute to more stable and potentially rewarding investment outcomes over time.