Important Notice: Fraudulent Schemes Impersonating Tweedy, Browne Company LLC

There have been recent incidents of individuals and groups falsely claiming to be associated with Tweedy, Browne Company LLC (“Tweedy, Browne”) and its employees on social media platforms and messaging apps. These imposters have engaged in a variety of unauthorized conduct, including soliciting customers to carry out trading activities with them, constructing fake websites that purport to represent or be hosted by Tweedy Browne, and impersonating Tweedy Browne using the genuine names of Tweedy Browne employees to offer investment opportunities.

There have also been fake websites and mobile applications that claim to be Tweedy Browne when in fact they are not. These are scams and not sponsored, endorsed by or in any way affiliated or authorized by Tweedy Browne.
Please be aware that Tweedy Browne does not engage in any investment activities, provide training or financial services, or conduct other regulated activities through social media platforms or messaging apps such as WhatsApp.

Tweedy Browne and its employees, officers, affiliates and agents are not responsible for any conduct by unauthorized parties and channels, nor are they responsible for the services or information provided by such unauthorized parties and channels. You may also submit a report through the Federal Bureau of Investigation’s Internet Crime Complaint Center at https://www.ic3.gov/.

US Equity / ADR: Overview - Managed Accounts
Managed Accounts

We are as concerned with the return of our clients' capital as we are with the return on clients' capital.

TWEEDY, BROWNE

US Equity / ADR

Investment Strategy

Established in 1975, the US Equity/ADR strategy seeks long-term capital appreciation by investing in a diversified portfolio consisting primarily of US equity securities and American depositary receipts, which represent shares of non-US companies that trade in the US financial markets. The minimum account size for a separately managed account in the US Equity/ADR strategy is $1 million.

CORE ATTRIBUTES

  • Multi-capitalization approach focused on investment in US equities and American Depository Receipts (ADRs).
  • Epicenter of the approach is to seek to exploit discrepancies between the price that a dividend paying company trades for on the stock exchange and our estimate of its underlying intrinsic value.
  • Research and stock selection methodology is generally geared towards the measurement and confirmation of fundamental quantitative and qualitative measures of intrinsic value, that is informed in large part by a knowledge and understanding of prices paid for comparable businesses in actual corporate mergers, acquisitions and liquidations, and stand-alone, absolute valuations.
  • Approach seeks to diversify by issue, industry, and market capitalization.

Related Documents

Client Letter 2025 Form CRS Form ADV Part 2