TWEBX – Fund Analysis – Tweedy, Browne Value | Morningstar

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Will TWEBX outperform in future?

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Process Pillar

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.
People Pillar

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.
Parent Pillar

The Parent Pillar is our rating of TWEBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A fine value-oriented option.

Associate Director Andrew Daniels

Andrew Daniels

Associate Director

Summary

Tweedy, Browne Value has several distinguishing traits that help it stand out in the global large-stock value Morningstar Category.

by Andrew Daniels

Rated on Jun 11, 2024 Published on Jun 11, 2024

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