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Moerus Worldwide Value Fund (MOWIX) Named Top Global Small/Mid-Cap Fund by LSEG Lipper

NEW YORK, NY – March 12, 2026 – Moerus Capital Management (Moerus) today announced that the Moerus Worldwide Value Fund was the recipient of two LSEG Lipper United States Fund Awards for 2026. The Moerus Worldwide Value Fund received the award for top Global Small/Mid-Cap Fund for both the three- and five-year periods ending November 30, 2025, among 99 funds, based on the historical risk-adjusted returns relative to its peers.
“We are honored the Moerus Worldwide Value Fund has been recognized by Lipper,” said Amit Wadhwaney, Portfolio Manager and Co-Founder of Moerus Capital Management, investment advisor to the fund. “A testament to Moerus’ unique investment approach and a reflection of the team’s collectve knowledge developed over our many years of working together.”
The Moerus Worldwide Value Fund, a United States-based mutual fund, utilizes a research approach that results in a portfolio of securities in developed, emerging, or frontier markets that we believe offer the most attractive long-term opportunities.

Fund Awards

  • LSEG Lipper Fund Awards 2026 United States Winner, Moerus Worldwide Value Fund, Best Global Small-/Mid-Cap Fund Over 3 Years
  • LSEG Lipper Fund Awards 2026 United States Winner, Moerus Worldwide Value Fund, Best Global Small-/Mid-Cap Fund Over 5 Years

About Moerus Capital Management

Moerus Capital Management was founded in 2015 by Amit Wadhwaney (Portoflio Manager), John Mauro (Research Analyst), and Michael Campagna (Research Analyst) after almost a decade of working together at Third Avenue Management. Moerus is a 100% employee-owned organization based in New York, NY. We believe that zigging when others zag allows us to create a portfolio that presents a differentiated complement to other International and Global managers.
As of January 31, 2026, total firm assets under management were more than $970 million across multiple investment vehicles.

About LSEG Lipper Funds Awards

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60, and 120 months. The fund with the highest Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, their accuracy is not guaranteed by LSEG Lipper.
Moerus Capital Management is an independent organization not affiliated with LSEG Lipper.
Contact:
Investor Relations
IR@moeruscap.com

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.

The performance data quoted represents past performance and does not guarantee future results. Current performance may be lower or higher. Investment return and principal value of the fund will fluctuate, and shares may be worth more or less than their original cost when redeemed.

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.