Amit Wadhwaney's guest appearances

Amit Wadhwaney

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The Value Perspective

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This week we’re joined by Amit Wadhwaney on the Value Perspective podcast. Amit started his career working for legendary value investor Martin J Whitman in the 1980s when Whitman was investing in bankruptcies. Amit followed Whitman to Third Avenue where he managed the boutique’s international strategies, including Emerging Markets. Amit is considered one of the earliest and longest-standing value investors in Emerging Markets. In 2014, Amit left Third Avenue to launch Moerus Capital Management which opened in 2015 and started serving clients in 2016. In this episode we discuss: Amit’s background and career including his experiences working with Martin J Whitman; what he has learnt from 30 years of value investing, including what has helped him and his team to avoid style drift over the last seven years; why Emerging Markets have historically been good hunting grounds for value investors; why balance sheet risk is so important now and how important it was 30 years ago; and finally, what is the best way to communicate with clients when investing in international funds or uncertain territories. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.

This week we’re joined by Amit Wadhwaney on the Value Perspective podcast. Amit started his career working for legendary value investor Martin J Whitman in the 1980s when Whitman was investing in bankruptcies. Amit followed Whitman to Third Avenue where he managed the boutique’s international strategies, including Emerging Markets. Amit is considered one of the earliest and longest-standing value investors in Emerging Markets. In 2014, Amit left Third Avenue to launch Moerus Capital Management which opened in 2015 and started serving clients in 2016. In this episode we discuss: Amit’s background and career including his experiences working with Martin J Whitman; what he has learnt from 30 years of value investing, including what has helped him and his team to avoid style drift over the last seven years; why Emerging Markets have historically been good hunting grounds for value investors; why balance sheet risk is so important now and how important it was 30 years ago; and finally, what is the best way to communicate with clients when investing in international funds or uncertain territories. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via <a href="https://schroderstvp.podbean.com/" rel="nofollow" target="_blank">Podbean</a> or use this feed URL (<a href="https://tvpschroders.podbean.com/feed.xml" rel="nofollow" target="_blank">https://tvpschroders.podbean.com/feed.xml</a>) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: <a href="https://twitter.com/Thevalueteam" rel="nofollow" target="_blank">@TheValueTeam</a> Important information. This podcast is for investment professionals only. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.

The Value Perspective with Amit Wadhwaney

Amit Wadhwaney is the Co-Founder and Portfolio Manager at Moerus Capital. He shares is valuable insights in this discussion about value in emerging markets.The information presented in this podcast or available on the website is not intended as and shall not be construed as financial advice. This podcast is produced for entertainment value. Investing is inherently risky. And I encourage you to seek financial advice from a professional who is aware of the facts and circumstances of your individual situation.

Amit Wadhwaney is the Co-Founder and Portfolio Manager at Moerus Capital. He shares is valuable insights in this discussion about value in emerging markets.The information presented in this podcast or available on the website is not intended as and shall not be construed as financial advice. This podcast is produced for entertainment value. Investing is inherently risky. And I encourage you to seek financial advice from a professional who is aware of the facts and circumstances of your individual situation.

2: Amit Wadhwaney on Value in Emerging Markets

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. Earlier in his career, Mr. Wadhwaney was first a securities analyst, and then Director of Research at M.J. Whitman LLC, a New York-based broker-dealer. Prior to joining M.J. Whitman, Mr. Wadhwaney was a paper and forest products analyst at Bunting Warburg, a Canadian brokerage firm. He began his career at Domtar, a Canadian forest products company. Mr. Wadhwaney holds an M.B.A. in Finance from The University of Chicago. He also holds a B.A. with honors and an M.A. in Economics from Concordia University; at Concordia, he was awarded the Sun Life Prize and the Concordia University Fellow in Economics, and he subsequently taught economics classes there. He also holds B.S. degrees in Chemical Engineering and Mathematics from the University of Minnesota. He speaks English, French, Gujarati, Hindi, Sindhi, and Spanish.

Amit Wadhwaney on Global Intelligent Investing in a Changing World