May 2024 – Moerus Worldwide Value Fund Semi-Annual Investor Call

Please click here for an audio recording of the May 7, 2024 Moerus Worldwide Value Fund Semi-Annual Investor Call.
Current and future portfolio holdings are subject to change.


Top ten holdings as of 3/31/24 as a % of the Fund’s net assets: (5.04%), Hammerson PLC (3.64%), Grupo Financiero Galicia SA (3.62%), International Petroleum Corp. (3.56%), Natura & Co. Holdings SA (3.44%), Tidewater Inc. (3.19%), Conduit Holdings Ltd. (3.12%), Turkiye Sigorta SA (3.05%), Teck Resources Ltd. (2.99%) and LATAM Airlines Group SA (2.91%).


Please click here for a current Fund factsheet.

Past performance does not guarantee future results. The performance data quoted represents past performance and current returns may be lower or higher. Returns discussed are 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. For performance current to the most recent month-end, please call 1-844-MOERUS1.

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.