What are the minimum investment requirements?
The minimum investment requirements for Tweedy, Browne vary depending on the type of investment vehicle. For their Global Value Fund, the minimum initial investment for individuals is $2,500, with subsequent investments of at least $100. However, this amount may be lower for certain retirement plans, such as IRAs and 401(k) accounts. For their other funds, such as the Value Fund, minimum investments range from $1,000 to $5,000. Additionally, some separate accounts and private funds may have higher minimum requirements, often starting at $1 million or more. It is advisable to check their official website or contact their client services for specific details on minimum investment amounts for each investment option.
Answered May 3, 2024
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