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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 2, 2025 | Tweedy, Browne International Value II | 8.4% | 16.4% | 003550.KS, 086790.KS, 7202.T, 7270.T, 7716.T, ATE.PA, AZEG.BR, BAES.L, CVSG.L, DGE.L, NESN.SW, NOVN.SW, PETS.L, RHM.DE, ROG.SW, RUI.PA, SAF.PA, TEP.PA, TTE.PA, WFC | Currency, defense, dividends, Europe, international, small caps, value | Performance was driven by aerospace & defense companies including BAE Systems, Rheinmetall, and Safran amid ongoing geopolitical tensions and robust demand for defense spending. These companies benefited from increased order flow and strong fundamentals. | View | |
| 2025 Q2 | Aug 2, 2025 | Tweedy, Browne International Value II | 12.0% | 21.5% | 003550.KS, 086790.KS, BAES.L, CNH, D05.SI, DGE.L, DHL.DE, IONS, KOF, NESN.SW, NOVN.SW, PRU.L, RHM.DE, ROG.SW, SAF.PA, TP.PA, TREL-B.ST, TTE.PA, U11.SI, WFC | Banking, Currency, defense, Europe, international, Pharmaceuticals, small caps, value | Performance was driven by aerospace and defense companies including BAE Systems, Rheinmetall, and Safran, benefiting from ongoing geopolitical tensions and robust demand for defense spending. These companies continue to see increased order flow and strong fundamentals amid global security concerns. | 7716.T |
View |
| 2025 Q2 | Aug 2, 2025 | Tweedy, Browne Value Fund | 5.1% | 11.7% | 066570.KS, 086790.KS, 7270.T, 7942.T, AKE.PA, ALT.PA, BAES.L, CVSG.L, DGE.L, KRA1V.HE, NESN.SW, NOVN.SW, PETS.L, RHM.DE, ROG.SW, RUI.PA, SAF.PA, TEP.PA, TTE.PA, WFC | Currency Hedging, defense, dividends, Europe, international, small caps, value | Defense contractors led performance with BAE Systems, Rheinmetall, and Safran benefiting from ongoing geopolitical tensions and robust demand for defense spending. The sector continues to see increased order flow and strong fundamentals amid global security concerns. | View | |
| 2025 Q2 | Aug 2, 2025 | Tweedy, Browne Worldwide High Dividend | 9.8% | 17.7% | 003550.KS, 086790.KS, 7751.T, 7779.T, AKE.PA, ALT.PA, BAES.L, CVS.L, DGE.L, KEMIRA.HE, NESN.SW, NOVN.SW, PETS.L, RHM.DE, ROG.SW, RUI.PA, SAF.PA, TEP.PA, TTE, WFC | Currency, defense, dividends, Europe, Hedging, international, small caps, value | Performance was driven by aerospace & defense companies including BAE Systems, Rheinmetall, and Safran, benefiting from ongoing geopolitical tensions and robust demand for defense spending. These companies contributed positively across all funds amid increased order flow and strong fundamentals. | View | |
| 2024 Q1 | Mar 31, 2024 | Orbis International Equity | - | - | 000810.KS, 005930.KS, 012450.KS, 055550.KS, 086790.KS, 105560.KS, 7751.T | Asia, banks, Corporate Governance, Japan, Reform, South Korea, value | Japan has undergone remarkable transformation with corporate governance reforms, stewardship codes, and improved capital allocation. Japanese companies now have formal ROE targets and face activist pressure. Japan accounts for roughly a quarter of the strategy's outperformance over the past decade. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Oakmark Fund- International Small Cap | iM Financial Group | Financials | Regional Banks | Bull | Korea Exchange | banking, Book Value, credit quality, regional banks, Share Buybacks, South Korea, Value-up Program | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||