Investment Resources

Value Investing Articles

The High Dividend Yield Return Advantage - a publication by Tweedy Browne linking high dividend yields with high investment returns overall.

What Has Worked In Investing - another publication from Tweedy Browne which examines the characteristics of shares which tend to provide outstanding returns over the long term.

Value Investing and Behavioral Finance - a speech given by Chris Browne of Tweedy Browne to the Columbia Business School back in 2000.  It discusses why so many investors fail to follow value investing principles despite consistent evidence of out-performance.

Investment Newsletters

Wry and Dry - A weekly email newsletter from First Samuel Limited.  Often a very entertaining read.

Fund Manager Reports

Sometimes it can be instructive to see what some of the professionals are up to.  Here are some of the more interesting reports published by Australian Fund Managers who practice a value-oriented approach to investing.

Samuel Terry Asset Management - a boutique fund manager publishing monthly performance reports.  The reports discuss some of the fund's specific investments.