March 2026 – Value Invest New York: Trouble Is Opportunity
Amit Wadhwaney discussed opportunities where others see trouble at the Value Invest New York Conference. An excerpt of his discussion on Investment Philosophy and Natura Cosmeticos follows.
All investments involve risk and may lose value. This presentation 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 in this presentation are as of March 19, 2026. Such views are subject to change and may differ from others in the firm, or the firm as a whole.
Past performance does not guarantee future results. Any mention of specific securities is to illustrate our strategy and is not for performance results.
THE INFORMATION IN THE PRESENTATION 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 OFFERS 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 Value Invest New York.