Welcome listeners to the latest episode of ValueTalks recorded live with Amit Wadhwaney Moerus Capital. It is a great short discussion about value investing, investment process and why the balance sheet and asset based investing is one of the most import metrics for investors as well as the problems with earnings based valuations (and not only with forecasting). The new fund so far is off to a strong start in a tough environment for active managers. The podcast gets very deep in to Amit’s approach on his research process, portfolio management and much more.
There was a lot to discuss so this podcast went well over our normal thirty minutes and it goes closer to 65 minutes so bookmark this for another day if you cannot catch the whole thing.
The interview was conducted in person by our Raul Panganiban at Moerus Capital office in New York City.
Amit Wadhwaney is a Portfolio Manager and Co-Founding Partner at Moerus Capital Management LLC, and the founding manager of the Moerus Worldwide Value Fund. Mr. Wadhwaney has over 25 years of experience researching and analyzing investment opportunities in developed, emerging, and frontier markets worldwide, and has managed global investment portfolios since 1996.
Prior to founding Moerus, Mr. Wadhwaney was a Portfolio Manager and Partner at Third Avenue Management LLC. Mr. Wadhwaney founded the international business at Third Avenue and was the founding manager of the Third Avenue Global Value Fund, LP, the Third Avenue Emerging Markets Fund, LP, and the Third Avenue International Value Fund, an open end mutual fund.
He is also fluent in five languages
Profile via Moerus Capital
Also see Pitch The Perfect Investment – ValueTalks Special Podcast
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