About TBGVX
The Tweedy, Browne International Value Fund is a mutual fund that specializes in investing primarily in foreign equity securities the adviser deems undervalued, with selective exposure to U.S. equities when attractive opportunities arise. Established in 1993, the fund adopts a value-oriented investment philosophy based on fundamental analysis, primarily targeting large-cap companies trading at discounts to the adviser’s assessment of intrinsic value. Its portfolio is diversified across developed markets with some exposure to emerging economies, as well as various sectors, including communication services, financials, energy, consumer defensive, and healthcare. To help manage currency risk, the fund employs hedging strategies, notably using forward contracts to reduce foreign currency exposure where practicable, thereby seeking to align returns more closely with local equity market performance. Supported by a long-tenured management team with significant personal investment in the fund, the Tweedy, Browne International Value Fund plays a notable role for investors seeking global diversification and disciplined value investing through a well-established asset manager.
Fund Family Tweedy, Browne
Category Foreign Large Value
Performance Rating Below Average
Risk Rating Low
Stock Exchange Nasdaq
Ticker Symbol TBGVX
Index MSCI EAFE 100% Hedged to USD NR
TBGVX had a total return of 19.04% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.49%.
