LongBIM.PAJun 2026
bioMérieux SA
Tweedy, Browne established a new position in bioMérieux, a French family-controlled biotechnology company. The company produces in vitro diagnostics, including software…
Tweedy, Browne International Value Fund
International value investing focused on financially strong companies trading below conservative estimates of intrinsic value, with disciplined attention to valuation and downside protection.$4.3B AUM6 published ideas
Tweedy, Browne International Value Fund applies a disciplined value approach to non-U.S. equities and emphasizes conservative intrinsic-value estimates, financial strength, and long-term capital growth. The fund held 88 issues and $4.3 billion of net assets at June 30, 2026. During the quarter the managers continued to find selected opportunities despite warning that global equity valuations, particularly in U.S. technology, were elevated.
Ideas from Tweedy, Browne International Value Fund
LongCAP.PAJun 2026
Capgemini SE
Tweedy, Browne established a new position in Capgemini, a French business and information-technology consulting company. The purchase was made because the managers believed the…
LongCAP.PAJun 2026
Capgemini SE
Tweedy established a new position in Capgemini during the quarter. At purchase, the manager believed the company was trading below a conservative estimate of intrinsic value…
LongBIM.PAJun 2026
bioMérieux SA
Tweedy established a new position in bioMérieux during the quarter. The French family-controlled biotechnology company produces in vitro diagnostics, including software…
LongCAP.PAJun 2026
Capgemini SE
Tweedy established a new position in Capgemini during the quarter. At purchase, the manager believed the company was trading below a conservative estimate of intrinsic value…
LongBIM.PAJun 2026
bioMérieux SA
Tweedy established a new position in bioMérieux during the quarter. The French family-controlled biotechnology company produces in vitro diagnostics, including software…
Letters covered
- Q2 2026 CommentaryJune 30, 2026
- Commentary | Q2 2026June 30, 2026
- Commentary | Q2 2026June 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.