The work of a financial analyst falls somewhere in the middle between that of a mathematician and of an orator.
Wir sind teamorientiert, entwickeln gemeinsame Entscheidungen im Konsens und übertragen unseren Teamgeist auch auf unsere Beziehungen zu unseren Kunden.
Unser Anlageausschuss besteht aus sieben langjährigen Anlageexperten, darunter Roger R. de Bree, Andrew Ewert, Frank H. Hawrylak, Jay Hill, Thomas H. Shrager, John D. Spears und Robert Q. Wyckoff, Jr. Jeder von ihnen ist ein Geschäftsführer. Die Mitglieder des Anlageausschusses verfügen über umfangreiche Anlageerfahrungen, wie in ihrer Biographie nachstehend angegeben, und arbeiten seit annähernd 30 Jahren zusammen. Sie werden von einem Team aus hochqualifizierten und erfahrenen Anlageexperten unterstützt, deren analytische Fähigkeiten weitgehend mit denen der Mitglieder unseres Anlageausschusses austauschbar sind. In der Vergangenheit zeichnete sich unser Analyseteam durch große Stabilität aus: Unsere Analysten arbeiten im Durchschnitt seit 10 Jahren für unser Unternehmen.
WIR STEHEN ZU UNSEREN ENTSCHEIDUNGEN, INVESTIEREN AN DER SEITE UNSERER KUNDEN UND WIR STEHEN ZU UNSEREM WORT. WIR BEGRÜNDEN UNSER HANDELN UND BIETEN ZUGANG ZU UNSEREN FÜHRUNGSKRÄFTEN.
Das operative Geschäft wird vom Verwaltungsausschuss geleitet, das sich aus Jay Hill, Thomas H. Shrager, John D. Spears und Robert Q. Wyckoff, Jr. zusammensetzt. Die Betriebszugehörigkeit dieser Ausschussmitglieder reicht von annähernd zwanzig bis fünfzig Jahren bei Tweedy, Browne. Sie sind für alle geschäftlichen Entscheidungen der Firma verantwortlich. Kein Direktor hat Tweedy, Browne je verlassen, um einer anderen Anlagegesellschaft beizutreten.
Zum 31. Dezember 2021 verfügten unsere derzeitigen Geschäftsführer und pensionierten Direktoren und ihre Familien sowie die Mitarbeiter von Tweedy, Browne, über Portfolios im Wert von über 1,5 Milliarden US-Dollar, die mit Kundenportfolios kombiniert oder diesen ähnlich sind.
in the entire history
of Tweedy, Browne
Olivier Berlage
Analyst Olivier Berlage joined the Investment Adviser in 2002, primarily focusing on companies in the Asia Pacific area. Prior to joining the Investment Adviser, he held positions with McKinsey & Co. in Brussels and Amsterdam and with NEC Corp in Tokyo. He received a M.E.E from the University of Tokyo and a Master in Management Science from the Solvay Business School in Brussels
William H. Browne
Senior Advisor to the Investment Committee William H. Browne has been with Tweedy, Browne since 1978. He is a Senior Advisor to the firm’s Investment Committee. Additionally, he is a member of the Executive Advisory Board of the Heilbrunn Center for Graham & Dodd Investing, and Trustee Emeritus of Colgate University. Mr. Browne holds the degrees of B.A. from Colgate University and M.B.A. from Trinity College in Dublin, Ireland.
Roger R. de Bree*
Managing Director Roger R. de Bree has been with Tweedy, Browne since 2000 and is a member of the firm’s Investment Committee, as well as Treasurer of Tweedy, Browne Fund Inc. In 2011, he became an equity stakeholder in the firm and a Managing Director in 2020. Before joining Tweedy, Browne Roger worked at ABN AMRO Bank and MeesPierson Inc. He has an undergraduate degree in business administration from Nijenrode, the Netherlands School of Business in Breukelen, the Netherlands as well as a M.B.A. from IESE, University of Navarre in Barcelona, Spain.
Andrew Ewert
Managing Director Andrew Ewert joined Tweedy, Browne in June 2016, and is focused on global companies. Previously, he held positions at Equinox Partners, L.P., Ruane, Cunniff & Goldfarb Inc., MTS Health Partners, L.P., and Bear Stearns. Mr. Ewert holds the degrees of B.B.A. from Emory University and M.B.A. from Columbia Business School.
Frank H. Hawrylak, CFA*
Managing Director Frank H. Hawrylak, CFA has been with Tweedy, Browne since 1986 and is a member of the firm’s Investment Committee. In 2011, he became an equity stakeholder in the firm and a Managing Director in 2020. Prior to joining Tweedy, Browne, Frank worked in the investment department at Royal Insurance. Mr. Hawrylak received a B.S. from the University of Arizona and an M.B.A. from the University of Edinburgh, Scotland.
Jay Hill, CFA*
Managing Director Jay Hill, CFA has been with Tweedy, Browne since 2003. He is a member of the firm’s Investment and Management Committees and has been an equity stakeholder in the firm since 2011. Prior to joining Tweedy, Browne, Jay held positions with Banc of America Securities LLC, Credit Lyonnais Securities(USA) Inc., and Providence Capital, Inc. Jay received a B.B.A. from Texas Tech University.
Amelia Koh
Analyst Amelia Koh joined Tweedy, Browne in June 2016, and is focused on global companies. Previously, she worked at Deutsche Bank Securities Inc. Ms. Koh holds the degrees of B.A. from Macalester College and M.B.A. from Columbia Business School.
Dave Kranse, CFA
Analyst Dave Krasne, CFA joined the Investment Adviser in 2009, focused on researching global companies with above average dividend yields. Previously, he held a research associate position at The Capital Group Companies. Mr. Krasne received a B.A. from Cornell University and an M.B.A. from Columbia Business School.
Thomas H. Shrager*
Managing Director Thomas H. Shrager has been with Tweedy, Browne since 1989. He is a member of the firm’s Investment and Management Committees, and is the President and a Director of Tweedy, Browne Fund Inc. Previously he had worked in mergers and acquisitions at Bear Stearns, and as a consultant for Arthur D. Little. He received a B.A. and a Masters in International Affairs from Columbia University.
John D. Spears*
Managing Director John D. Spears has been with Tweedy, Browne since 1974 and is a member of the firm’s Investment and Management Committees. He is also Vice President of Tweedy, Browne Fund Inc.. Additionally, he is a member of the Board of Managers of Haverford College. Previously, he had been in the investment business with Berger, Kent Associates; Davic Associates; and Hornblower & Weeks-Hemphill, Noyes & Co. Mr. Spears studied at the Babson Institute of Business Administration, Drexel Institute of Technology and the University of Pennsylvania ‐ The Wharton School.
Robert Q. Wyckoff, Jr.*
Managing Director Robert Q. Wyckoff, Jr. has been with Tweedy, Browne since 1991. He is also a member of the firm’s Investment and Management Committees, and is Chairman and Vice President of Tweedy, Browne Fund Inc., and a member of the Board of Directors of Tweedy, Browne Value Funds, domiciled in Luxembourg. Prior to joining the Investment Adviser, he held positions with Bessemer Trust, C.J. Lawrence, J&W Seligman, and Stillrock Management. He received a B.A. from Washington & Lee University and a J.D. from the University of Florida School of Law.
of those in principals
are currently active
Jason J. Minard
Managing Director Jason J. Minard has been with Tweedy, Browne since 1999. He is responsible for business development and client services. In 2011, he became an equity stakeholder in the firm and a Managing Director in 2020. Prior to joining Tweedy, Browne he worked in the private client departments at Warburg Pincus Asset Management and Zweig/Avatar Capital Management. Mr. Minard holds a B.A. degree from the State University of New York at Albany and an M.B.A. from Fordham University.
* denotes Investment Committee Member
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