Amit Wadhwaney is the Portfolio Manager and Co-Founding Partner of Moerus Capital Management, bringing over 25 years of experience managing global investment portfolios across developed, emerging, and frontier markets. Prior to founding Moerus in 2015, he was a Partner and Portfolio Manager at Third Avenue Management LLC, where he founded the international business. His earlier career included serving as Director of Research at M.J. Whitman LLC and analyst positions at Bunting Warburg and Domtar. Wadhwaney holds an MBA from the University of Chicago and multiple degrees from Concordia University and University of Minnesota. He has managed global investment portfolios since 1996 and has extensive experience researching and analyzing investment opportunities in over 50 countries worldwide. The firm was co-founded with former Third Avenue colleagues Michael Campagna and John Mauro, both CFA charterholders, creating an experienced team that has worked together for more than a decade.

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Moerus is an investment research-centric organization dedicated to seeking attractive long-term returns while mitigating downside risk. They are patient, long-term value investors with a typical holding period of three-to-five years, focusing on intrinsic value rather than short-term results. Their portfolio is unconstrained by geography, industry, or indices, built from the bottom-up based on individual merits. They do not rely on macroeconomic forecasts but remain macro-aware, assessing vulnerability to adverse scenarios to mitigate downside risk. Their valuation emphasizes conservative, asset-based estimates over speculative future cash flows to ensure a margin of safety and downside protection. They aim to buy securities of companies that trade at substantial discounts to their conservative estimates of intrinsic value, focusing heavily on risk mitigation and avoiding permanent loss of capital rather than market volatility.

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