Amit Wadhwaney is a Portfolio Manager and Co-Founding Partner at Moerus Capital Management. He 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 mid-90s. Prior to founding Moerus, Amit was a Portfolio Manager and Partner at Third Avenue Management, where he founded the international business and was the manager of the Global Value Fund, Emerging Markets Fund, and International Value Fund. In this episode, we discussed Moerus' investment philosophy, current investments, position sizing, time of exit, and value investing in general.
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TIMESTAMPS
01:30 Jean-Marie Eveillard
06:50 Negative Environment for Value Investing
13:40 Which countries to invest in and which to avoid
20:20 Definition of Cheap and a current holding
27:50 Despegar as a value investing play
38:05 Position sizing
43:10 Existing positions
48:00 Looking for investment ideas
59:10 Currency risk
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