Moerus Capital On Portfolio Construction [Part Four]

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Rupert Hargreaves
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This is the final part of a four-part interview with Amit Wadhwaney, one of the founders and portfolio managers of Moerus Capital Management, LLC. You can find part one here, part two here and part three is here. The interview is part of ValueWalk’s Value Fund Interview Series. Throughout this series, we are publishing weekly interviews value-oriented hedge fund, and asset managers. All the past interviews in the series can be found here. Moerus Capital was founded last year by Amit Wadhwaney, Michael Campagna, CFA and John Mauro, three former Third Avenue Management employees. Moerus Capital was founded with the overarching goal of doing...

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk