July 2024 – Michael Campagna speaks with Chuck Jaffe on the July 11, 2024 Episode of The Money Life Podcast

Michael Campagna
Research Analyst and Co-Founding Partner
Michael Campagna spoke with Chuck Jaffe on the Money Life Show Podcast.

Hear his thoughts on opportunities around the world in Global Deep Value Investing.

More information about the Money Life Show  with Chuck Jaffe can be found at the moneylifeshow.com website. Moerus is not affiliated with Money Life. This is an excerpt of the episode first aired on July 11, 2024.
Current and future portfolio holdings are subject to change.

 

Top ten holdings as of 9/30/24 as a % of the Fund’s net assets: Hong Kong Exchanges and Clearing Ltd (4.11%), Grupo Financiero Galicia SA (3.67%), Dundee Corp (3.55%), Jefferies Financial Group Inc (3.41%), Companhia Brasileira de Distribuicao SA (3.26%), Wheaton Precious Metals Corp (3.18%), Hammerson PLC (3.08%), Douglas Elliman Inc (3.06%), ESR Group Ltd (3.03%), and Cromwell Property Group (2.99%).

 

Please click here for a current Fund factsheet.

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.