Tweedy, Browne Mutual Funds Q2 2025 Commentary

2025-08-04 02:20:00 ET

After suffering a precipitous tariff-induced decline in early April, President Trump quickly announced a pause in their implementation, and global equity markets recovered aggressively to finish the 2nd quarter with a double-digit return. The advance was led by a narrow group of large technology and growth-oriented companies in the U.S. as well as more value-oriented equities outside the U.S. In this rather buoyant, risk-on environment, the Tweedy Browne Funds produced strong absolute returns of between 5.09% and 12.02%, but only the International Value Fund II bested its respective benchmark for the quarter....

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