Tweedy Browne
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DESCRIPTION:
Date updated:10-05-2008
As of 6-30-08 filing.
Tweedy, Browne is a $13.5 billion dollar investment partnership based on the Graham-Dodd approach to investing. The managers buy equities that are trading at a significant discount to intrinsic value thus creating a "margin of safety." They sell investments when they feel prices have approached the intrinsic value and there are better alternative investments with greater margins of safety.
The firm was founded by Forrest Berwind Tweedy in 1920 as Tweedy & Co., a dealer in closely held and inactively traded securities. The firm's 85-year history is grounded in undervalued securities, first as a market maker, then as an investor and investment advisor.
In its Q4 letter to investors, Tweedy Browne said,
"..it seems the world has been awash in a sea of liquidity caused at least in part by an abundance of low cost credit. This unprecedented level of free flowing cash has stimulated demand for virtually all financial asset classes."
"In general, as value investors, we tend to add the most value when we are being well compensated for the risks we are bearing. This is not one of those times. Global equities, for the most part, are pretty fully valued. While we are still uncovering deeply undervalued equities from time to time and cash reserve levels have receded somewhat in both of our Funds, bargains still remain scarce."
Tweedy Browne Q4 letter.
-
AXP
Amer Express Inc - $37.21
- -1.40%
- $37.28
13.1% of portfolio
-
KOF
Coca Cola Femsa S - $53.91
- -1.41%
- $54.62
9.0% of portfolio
-
SKM
Telecom Co Ltd Ad - $17.25
- -1.20%
- $17.06
8.1% of portfolio
-
AIG
Amer Intl Group N - $35.48
- -9.67%
- $35.44
5.9% of portfolio
-
CMCSK
Comcast Corporati - $14.01
- +2.04%
- $13.72
5.2% of portfolio
-
HD
Home Depot Inc - $26.08
- +1.76%
- $25.87
4.8% of portfolio
-
UNF
Unifirst Cp - $42.17
- +0.43%
- $41.54
4.1% of portfolio
-
TRH
Transatlantic Hld - $52.73
- +0.94%
- $52.06
3.7% of portfolio
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