VersaillesinNY Posted October 25, 2013 Share Posted October 25, 2013 http://www.tweedy.com/resources/library_docs/quarterly/FundCommentary%20Q3%202013%20-%20Final.pdf "Bargain hunting remains challenging, but we have plenty of dry powder should the markets present us with an opportunity." Q3 commentary - Tweedy, Browne CompanyFundCommentary_Q3_2013_-_Final.pdf Link to comment Share on other sites More sharing options...
mcliu Posted October 25, 2013 Share Posted October 25, 2013 Does anyone know the two HK firms that they mentioned? Link to comment Share on other sites More sharing options...
Zorrofan Posted October 27, 2013 Share Posted October 27, 2013 I believe they are big fans of Chueng Kong, not sure about the second one.... cheers Zorro Link to comment Share on other sites More sharing options...
Guest Qu1nt3ss0n Posted October 27, 2013 Share Posted October 27, 2013 Great Eagle Holdings and Oriental Watch Holdings Link to comment Share on other sites More sharing options...
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