| 2023 Q3 |
Sep 30, 2023 |
Harding Loevner Global Equity
|
-5.3% |
12.5% |
0700.HK, 1299 HK, 2359.HK, 4519.T, 6758.T, 9962.T, AAPL, ABBV, ACN, ADBE, ADYEN.AS, ALC, AMAT, AME, AMZN, ASML, ATCO-A.ST, AVGO, BBCA.JK, CME, COST, CRM, CSGP, DE, DHR, DPLM.L, EL, EPI-A.ST, EW, GMAB, GOOGL, HDFCBANK.NS, HEXAB.ST, HLN.L, HON, ISRG, KER.PA, META, MSFT, NFLX, NKE, NOC, NOW, NVDA, OR.PA, PINS, RGEN, ROG SW, ROK, SAP, SGSN.SW, SLB, SNPS, SPX.L, SU.PA, SY1.DE, TMO, TSM, TW, UNH, VRTX, XP |
China, energy, global, healthcare, industrials, Japan, rates, technology |
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| 2026 Q1 |
Jun 1, 2026 |
Tweedy, Browne Worldwide High Dividend
|
-1.7% |
-1.7% |
005930 KS, 7267.T, 7972.T, AALB.AS, ALV.ST, BA.L, BREE.L, BUNZL.L, CNHI, DGE.L, INCH.L, MEGACPO.MX, NOVN SW, RFP.PA, ROG SW, RUI.PA, SAF.PA, TTE, U11.SI, ZURN.SW |
Buybacks, dividends, energy, Geopolitical, international, Pharmaceuticals, undervaluation, value |
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| 2026 Q1 |
Jun 1, 2026 |
Tweedy, Browne Value Fund
|
3.6% |
3.6% |
005930 KS, BA.L, CNHI, DGE.L, NOVN SW, ROG SW, SE |
Buybacks, dividends, energy, Geopolitical, international, portfolio, valuation, value |
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| 2026 Q1 |
Jun 1, 2026 |
Tweedy, Browne International Value II
|
2.0% |
2.0% |
005930 KS, AUTO.L, BA.L, BNZL.L, CNHI, DHL.DE, NESN SW, NOVN SW, ROG SW, RUI.PA, TTE, U11.SI |
defense, energy, international, Pharmaceuticals, semiconductors, value |
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| 2026 Q1 |
Jun 1, 2026 |
Tweedy, Browne International Value II
|
3.6% |
3.6% |
005930 KS, 7267.T, AUTO.L, BA.L, BNZL.L, CNHI, DGE.L, NOVN SW, ROG SW, TTE |
Buybacks, dividends, energy, Geopolitical, international, Portfolio Management, value |
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