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The Story Behind Our Name

October 2025 – Amit Wadhwaney speaks with hosts Tano Santos and Michael Mauboussin on the Columbia Business School podcast Value Investing with Legends

Amit Wadhwaney
Portfolio Manager and Co-Founding Partner

Listen in as Amit Wadhwaney discusses his path to and career in value investing.

Moerus Capital Management LLC is not affiliated with Columbia Business School. This is an episode of the Columbia Business School podcast Value Investing with Legends series, which aired on October 24, 2025.
Current and future portoflio holdings are subject to change.
Top ten holdings as of 9/30/25 as a % of the Fund’s net assets: Dundee Corp (5.60%),  Valterra Platinum Ltd (4.85%), Midland Holdings Ltd (3.50%), Valaris Ltd (3.16%), Hong Kong Exchanges and Clearing Ltd (2.84%), Banco Bradesco SA (2.80%), Douglas Elliman Inc (2.77%), Travis Perkins PLC (2.62%), UniCredit SpA (2.54%), and Cromwell Property Group (2.45%).
Past performance does not guarantee future results. The performance data quoted represents past performance and current returns may be lower or higher. Returns are shown net of fees and expenses and assume reinvestment of dividends and other income. The investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost. Investment performance reflects expense limitations in effect. In the absence of such expense limitations, total return would be reduced. For performance current to the most recent month-end, please call 1-844-663-7871.
The gross total expense ratio of the Moerus Worldwide Value Fund Institutional Class (“the Fund”) is 1.56%. The Adviser has contractually agreed to reduce its fees and/or absorb expenses of the Fund, until at least March 31, 2026, to ensure that total annual fund operating expenses after fee waiver and/or reimbursement (exclusive of any taxes, brokerage fees and commissions, borrowing costs, acquired fund fees and expenses, fees and expenses associated with investments in other collective investment vehicles or derivative instruments, or extraordinary expenses such as litigation) will not exceed 1.25% for Institutional Class Shares.
Please click here for a current Fund fact sheet, which includes standardized returns.

The Global Value Fund discussed in the podcast was offered through a previosu firm and is no longer open.

Moerus Worldwide Value Fund (the Fund) is a series within the Northern Lights Fund Trust IV and is offered by prospectus only. Investors should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. The prospectus is available on the Regulatory Resources page or by calling 1-844-MOERUS1. The prospectus should be read carefully before investing.

Investing involves risk, including the possible loss of principal. Equity securities are subject to market, economic and business risks that may cause their prices to fluctuate. Investments made in small and mid-capitalization companies may be more volatile and less liquid due to limited resources or product lines and more sensitive to economic factors. Fund investments may be concentrated in a particular country geographic region, sector, industry, or group of industries, and the value of Fund shares may rise and fall more than more diversified funds. Foreign investing involves social and political instability, market illiquidity, exchange-rate fluctuation, high volatility and limited regulation risks. Emerging markets involve different and greater risks, as they are smaller, less liquid and more volatile than more developed countries. Frontier market countries generally have smaller economies and less developed capital markets than even traditional emerging markets, and, as a result, the risks of investing in emerging market countries are magnified in frontier market countries. Currency risk is the risk that the values of foreign investments may be affected by changes in the currency rates or exchange control regulations. Significant investments in cash or cash equivalents may run the risk that the value of the cash account, including interest, will not keep pace with inflation. Please see the prospectus for details of these and other risks.

The Moerus Worldwide Value Fund is distributed by Foreside Fund Services, LLC.

Mutual fund investing involves risks, including the potential loss of principal. There are no guarantees the investment strategies will be successful.