Moerus Worldwide Value Institutional Fund (MOWIX)

Overview

The company operates as an investment firm with a focus on maximizing returns by investing primarily in undervalued stocks across both foreign markets, including frontier and emerging markets, and the domestic market. Its strategy is based on thorough analysis to identify stocks that are believed to be undervalued, offering potential for appreciation. This approach reflects a global investment perspective, emphasizing diversification not only in terms of asset classes but also geographically. By committing to invest in at least three different countries and allocating at least 80% of its total assets to securities from issuers located outside the U.S., or those conducting a substantial portion of their business internationally, the firm aims to leverage global opportunities to achieve its investment objective.

Products and Services

The company specializes in various investment products and services designed to cater to the needs of investors looking to tap into undervalued stocks globally. These include:

• Foreign Market Investments: Investing in markets outside the U.S., particularly in undervalued stocks that show potential for growth. This includes exposure to frontier and emerging markets, which can offer higher growth potentials due to their emerging economic conditions.
• Domestic Market Investments: Although the firm primarily focuses on international securities, it also engages in selecting undervalued stocks within the U.S. market. This dual approach allows for a broader diversification and the ability to capitalize on opportunities within the U.S. economy.
• Global Diversification Strategies: The firm emphasizes the importance of global diversification by ensuring investments across at least three different countries. This strategy is intended to reduce risk through geographical diversification while seeking to enhance returns by tapping into various global markets.
• Substantial International Business Investments: The adviser seeks out companies that, regardless of their organization or primary location, conduct a significant portion of their business – more than 50% – outside the United States. This approach allows the firm to invest in companies that benefit from global markets while potentially being listed on U.S. exchanges.