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Tweedy, Browne Worldwide Hi Div Yld Val TBHDX

Analyst rating as of
NAV / 1-Day Return
7.42  /  0.80 %
Total Assets
110.2 Mil
Adj. Expense Ratio
1.380%
Expense Ratio
1.380%
Fee Level
High
Longest Manager Tenure
13.39 years
Category
World Large Stock
Investment Style
Large Value
Min. Initial Investment
2,500
Status
Open
TTM Yield
1.78%
Turnover
7%
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Morningstar’s Analysis

Will TBHDX outperform in future?

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Will Browne Steps Down as a Portfolio Manager From Tweedy, Browne Funds

Senior Analyst

Analyst Note

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Tweedy, Browne's Will Browne stepped down as a portfolio manager and member of the firm's investment committee on Jan. 1, 2021. This change was not a surprise given that Browne is in his mid-70s. The firm laid the groundwork for succession years ago when it promoted analysts Roger de Bree and Jay Hill to the investment committee in July 2013, making them comanagers in the process. Following the December 2014 addition of Frank Hawrylak, the investment committee has now been intact for six years.

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