LongBIM.PASep 2026
bioMérieux SA
Tweedy, Browne established a new position in bioMérieux during the quarter. The French family-controlled biotechnology company produces in vitro diagnostics, including software…
Tweedy, Browne International Value Fund, advised by Tweedy, Browne Company LLC
International value strategy focused on financially strong companies trading below conservative estimates of intrinsic value, with foreign-currency exposure hedged where practicable.$4.3B AUM2 published ideas
Tweedy, Browne International Value Fund is the flagship international strategy of Tweedy, Browne Company LLC. The fund applies a disciplined intrinsic-value approach and increasingly finds opportunities among smaller and mid-cap non-U.S. companies while maintaining broad diversification by country and industry. Net assets were 4.3 billion dollars as of June 30, 2026. The Paris listing identifiers for the new positions were cross-checked with issuer and Euronext records. ([Capgemini Investors EN][3])
Ideas from Tweedy, Browne International Value Fund, advised by Tweedy, Browne Company LLC
LongCAP.PASep 2026
Capgemini SE
Tweedy, Browne established a new position in Capgemini during the quarter. The French company provides business and information-technology consulting services. At purchase, the…
Letters covered
- Commentary - Q2 2026September 8, 2026
Source PDFs are not republished here; only extracted ideas and quotes.