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Amit Wadhwaney Benedicte Gravrand, Opalesque Geneva for New Managers:

Amit Wadhwaney, portfolio manager of the Moerus Global Value Fund LP, speaks to Opalesque about deep value investing, out-of-favour equities, Europe, negative interest rates and long-term investing.

Wadhwaney has more than 25 years of experience researching and analyzing investment opportunities in developed, emerging, and frontier markets. Prior to co-founding New York-based Moerus Capital Management last year, he was a portfolio manager and partner at Third Avenue Management, a deep value investment fund house in New York. There, he was the founding manager of the Third Avenue International Value Fund, which was incepted in 2001 and now manages $130m (and is up 8% YTD).

Opalesque: What kind of value investing do you apply?

Amit Wadhwaney: Our style of investing is a variant of value investing. Value investing comes in many shapes and sizes and wrappers. Our style is what people call deep value.

  Now, when you think in terms of deep value, value presents itself to us in different ways. There could be a disaster in a company, and of course the security gets devalued or plunges in price, or, for example, there’s an industry-wide downturn......................

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