September 2021 – Portfolio Manager Amit Wadhwaney discusses Global Value investing, the meaning behind the firm’s name, and portfolio opportunities.
In the first of our Moerus Capital Management Podcast series, Portfolio Manager Amit Wadhwaney discusses:
- Global Value investing
- The meaning behind the firm’s name
- Portfolio opportunities
As of June 30, 2023, Exor comprises 3.73% of a representative account within the Moerus Worldwide Value strategy.
Turnover discussed is as of 06/30/2023. Past performance is not indicative of future results.