Welcome to our Insight page — a resource for thoughtful perspectives on value investing, market behavior, and company research. Here you’ll find original papers, portfolio commentary, interviews, and firm updates, all designed to keep investors informed about our strategy, outlook, and the thinking behind our decisions.
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ANNUAL
2025
LETTER
The Insider Investment Factor
Using insider purchasing and stock buyback data in combination with valuation ratios and other fundamental financial information to, hopefully, beat the market.
The Dichotomy Between US and Non-US Returns
Examining long-term results of the S&P 500 and MSCI EAFE Indexes.
Currency Hedging Simplified
A streamlined explanation about how currency hedging works to reduce foreign currency risk.
Tweedy, Browne Managed Accounts
General information about our separately managed accounts.
As markets soar, should investors look beyond America?
The EconomistThe country’s stocks are extremely expensive.
annual
2024
letter
annual
2023
Letter