AccentWealth: Amit Wadhwaney, Co-Founder of Moerus Capital, on Global Value Investing

The Accent Podcast

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11M ago 1:04:21

MP3•Thuis aflevering

Amit Wadhwaney is a Portfolio Manager and Co-Founding Partner at Moerus Capital Management. He has over 25 years of experience researching and analyzing investment opportunities in developed, emerging, and frontier markets worldwide, and has managed global investment portfolios since mid-90s. Prior to founding Moerus, Amit was a Portfolio Manager and Partner at Third Avenue Management, where he founded the international business and was the manager of the Global Value Fund, Emerging Markets Fund, and International Value Fund. In this episode, we discussed Moerus' investment philosophy, current investments, position sizing, time of exit, and value investing in general.

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TIMESTAMPS

01:30 Jean-Marie Eveillard

06:50 Negative Environment for Value Investing

13:40 Which countries to invest in and which to avoid

20:20 Definition of Cheap and a current holding

27:50 Despegar as a value investing play

38:05 Position sizing

43:10 Existing positions

48:00 Looking for investment ideas

59:10 Currency risk

47 afleveringen

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