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

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