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’s funds outperformed benchmarks in Q1 2026, supported by strong performances in energy, materials, and selected industrials. Despite short-term geopolitical volatility and a resurgence in mega-cap technology, the managers remain highly confident in the long-term outlook for cheap, high-quality non-US value equities trading at a massive discount to US peers.
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Tweedy, Browne’s funds outperformed benchmarks in Q1 2026, supported by strong performances in energy, materials, and selected industrials. Despite short-term geopolitical volatility and a resurgence in mega-cap technology, the managers remain highly confident in the long-term outlook for cheap, high-quality non-US value equities trading at a massive discount to US peers.
