Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Tweedy, Browne navigated currency headwinds to post positive Q2 absolute returns, continuing to pivot capital from high-performing defense positions into deeply discounted non-US small and mid-cap compounders.
Full Quick Take
Tweedy, Browne navigated currency headwinds to post positive Q2 absolute returns, continuing to pivot capital from high-performing defense positions into deeply discounted non-US small and mid-cap compounders.
Tweedy, Browne captured solid absolute returns in Q2 2025 led by defense aerospace holdings, and is aggressively deploying capital into attractively discounted European and Japanese SMID-cap value stocks while remaining cautious on expensive US indices.
Full Quick Take
Tweedy, Browne captured solid absolute returns in Q2 2025 led by defense aerospace holdings, and is aggressively deploying capital into attractively discounted European and Japanese SMID-cap value stocks while remaining cautious on expensive US indices.
