Tweedy, Browne Value’s strong management team and disciplined, risk-conscious approach make it a worthy option to own for the long term. The strategy continues to merit a Morningstar Analyst Rating of Bronze.
Will TWEBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TWEBX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the TWEBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of TWEBX’s parent organization’s priorities and whether they’re in line with investors’ interests.