January 2022 – Amit Wadhwaney discusses Value in Emerging Markets with Lauren Templeton on the Zenvesting Podcast

Listen as Amit Wadhwaney, Moerus Portfolio Manager and Co-Founder, discusses value in Emerging Markets with Lauren Templeton
Clicking the play button will take you from the Moerus website to the Zenvesting Podcast website.
All investments involve risk and may lose value. This podcast 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 expressed in this podcast are as of January 14, 2022. Such views are subject to change and may differ from others in the firm, or the firm as a whole. The portfolio manager’s comments include some estimated and/or forecasted views, which are believed to be based on reasonable assumptions within the bounds of current and historical information. However, there is no guarantee that any estimates, forecasts or views will be realized. Any discussion or view on a particular company, asset class/segment, industry/sector and/or investment type are not investment recommendations, should not be assumed to be profitable, and are subject to change. In the event of new information or changed circumstances, Moerus reserves the right to change its investment perspective and outlook and has no obligation to provide revised assessments and opinions.
Grupo de Inversiones Suramericana SA, Bajaj Holdings and Investments, IDFC First Bank and Edelweiss Financial Services are current holdings in one or more of the products managed by Moerus as of the podcast date, but may be removed at any time, for any reason, without notice subsequent to the podcast date. Any investments discussed in this material are for illustrative purposes only. There is no assurance that Moerus will make any investments with the same or similar characteristics as any investments presented. The investments are presented for discussion purposes only and are not a reliable indicator of the performance or investment profile of any client account. Further, you should not assume that any investments identified were or will be profitable or that any investment recommendations or investment decisions we make in the future will be profitable. There is no guarantee that any investment will achieve its objectives, generate positive returns, or avoid losses.
THE INFORMATION IN THIS PODCAST 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 OFFER 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 Zenvesting Podcast.