Tracking Tweedy Browne Portfolio - Q4 2013 Update

Below is a spreadsheet that highlights the changes to Tweedy Browne's US long stock portfolio as of Q4 2013:

 

Since inception in 1993, the Global Value Fund (currency hedged) has an alpha of 4.47% against MSCI EAFE - 10.36% vs 5.89% annualized. To learn more about Tweedy Browne and its legendary investor Christopher H. Browne's (1946-2009) investing philosophy, check-out his book "The Little Book of Value Investing". To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

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