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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Kapusta Kid who wrote (11853)	1/15/2001 12:50:43 PM
From: Kapusta Kid	Read Replies (1) \| Respond to of 78602

I've now found four International/Global Fund families which appear to follow a value approach : Brandes brandes.com Tweedy Brown tweedy.com Oakmark oakmark.com Longleaf longleafpartners.com Tweedy Brown's Fund is composed of about 200 names and seems to be the lowest risk of the list. Oakmark Fund concentration is stated to be 30-60 ideas per fund. Longleaf Funds are the most concentrated; their Intl Fund is less than a year old. Brandes Funds are, I believe, the only loaded funds on the list. Brandes' approach is pure Graham/Dodd. Thanks to Paul Senior, who told me about Tweedy Brown, which led me to Oakmark and Longleaf.