The work of a financial analyst falls somewhere in the middle between that of a mathematician and of an orator.
We are team-oriented, developing cohesive decisions through consensus and extending our collaborative spirit to our relationship with our clients.
Our Investment Committee comprises seven long-serving investment professionals, including Roger R. de Bree, Andrew Ewert, Frank H. Hawrylak, Jay Hill, Thomas H. Shrager, John D. Spears and Robert Q. Wyckoff, Jr., each of whom is a Managing Director. The members of the Investment Committee have extensive investment experience, as indicated in their bios below, and have worked together for nearly 30 years. They are supported by a team of highly trained and experienced investment professionals whose analytical skills are largely interchangeable with those of our Investment Committee members. Historically, we have had great stability in our analytical team. Our analysts have been with our firm an average of 10 years.
WE OWN OUR DECISIONS, INVEST ALONGSIDE OUR CLIENTS, AND STAND BY OUR WORD, PROVIDING RATIONALE FOR OUR ACTIONS AND ACCESS TO OUR LEADERSHIP.
Firm operations are managed by its Management Committee, which consists of Jay Hill, Thomas H. Shrager, John D. Spears and Robert Q. Wyckoff, Jr.; the tenure of these committee members range from nearly two to five decades with Tweedy, Browne. They are responsible for all business decisions made by the firm. No principal has ever left Tweedy, Browne to join another investment firm.
As of December 31, 2021, our current Managing Directors and retired principals and their families, as well as employees of Tweedy, Browne, had over $1.5 billion in portfolios combined with or similar to client portfolios.
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
You are navigating from Tweedy UCITS Funds to {{ TARGET_SITE }}.
