| 2026 Q2 |
Jul 29, 2026 |
Tweedy, Browne International Value II
|
7.0% |
10.7% |
005930 KS, 086280 KS, 4368.T, 4401.T, BA.L, CCC.L, DGE.L, DHL.DE, HEIA.AS, KEMIRA.HE, NA.TO, NESN SW, NOVN SW, RHM.DE, ROG SW, RUI.PA, SAF.PA, TTE, U11.SI, WINPK |
AI Bubble, Buybacks, Europe, inflation, international, small caps, Valuations, value |
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| 2026 Q2 |
Jul 29, 2026 |
Tweedy, Browne Worldwide High Dividend
|
6.3% |
4.5% |
005930 KS, 086280 KS, 259960.KS, 6460.T, 7276.T, AAPL, AMZN, ARLP, AUTO.L, BA.L, BIM.PA, BKG.L, CAP.PA, CCC.L, DGE.L, DHL.DE, EEFT, GOOGL, HEIA.AS, IONS, MBT.PS, META, MSFT, NESN SW, NOVN SW, ORCL, RMS.PA, ROG SW, SAF.PA, TTE, U11.SI, WPK.TO, WU, ZTS |
AI Bubble, Buybacks, dividends, global, inflation, Risk Appetite, small cap, value |
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| 2023 Q2 |
Aug 8, 2023 |
Palm Harbour Capital
|
5.1% |
13.5% |
086280 KS, 200 HK, 4966 JP, IGT, LNA FP, LTMC IM, MTX GR, OCI NA, PRT IM, RHIM LN, VARRY |
- |
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| 2020 Q4 |
- |
Palm Harbour Capital
|
23.0% |
-2.9% |
086280 KS, 200 HK, ARYN.SW, AVID, BAYN.DE, BFSA.DE, GYS.L, IGT, MLCO, MTX.DE, OCI.AS, PRT.MI, RHI.L, TRE.OL |
Europe, gaming, Recovery, small caps, Steel, value |
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AVID
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