Amit Wadhwaney participated on a panel sponsored by the CFA Society New York discussing the global and international investing landscape. Included are excerpts from that discussion.

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All investments involve risk and may lose value. This interview is for general information purposes only and is not intended to be and should not be relied on for investment advice.

The portfolio manager’s views and opinions in this interview are as of October 1, 2025. Such views are subject to change and may differ from others in the firm, or the firm as a whole.

THE INFORMATION IN THE INTERVIEW IS NOT AN OFFER TO SELL OR SOLICITATION OF AN OFFER TO BUY AN INTEREST IN ANY INVESTMENT FUND OR FOR THE PROVISION OF ANY INVESTMENT MANAGEMENT OR ADVISORY SERVICES. ANY SUCH OFFERS OR SOLICITATION WILL BE MADE ONLY BY MEANS OF AN OFFERING MEMORANDUM RELATING TO A PARTICULAR FUND OR INVESTMENT MANAGEMENT CONTRACT AND ONLY IN THOSE JURISDICTIONS WHERE PERMITTED BY LAW.

Moerus Capital Management LLC (Moerus) is not affiliated with CFA Society New York.