Moerus Worldwide Value Fund Class N (MOWNX)

Overview

The company operates as a fund with a clear focus on investing in stocks that are considered undervalued. Its investment strategy encompasses a broad geographical scope, including both foreign markets—emphasizing frontier and emerging markets—and domestic markets. The fund's investment philosophy is rooted in the belief that investing primarily in undervalued common stocks across multiple countries can yield significant returns. It adheres to a policy of diversification, mandating investments in at least three different countries to minimize risks and maximize potential gains. Additionally, the fund is committed to directing at least 80% of its total assets toward securities of issuers that are organized or have their principal place of business outside the United States or that conduct a substantial portion of their business—defined as more than 50%—abroad. This approach underscores the fund's objective to leverage the growth opportunities in international markets, navigating through the complexities of global investing to achieve its investment goals.

Products and Services

The fund offers a diverse array of products and services designed to cater to the needs of investors looking to explore opportunities in undervalued stocks globally. The core offerings include:

• International Equity Investments - This service focuses on investing in foreign common stocks believed to be undervalued. The fund searches globally, including in frontier and emerging markets, for companies that show promise for growth but whose stocks are priced below their perceived true value.
• Domestic Equity Investments - Even though the fund primarily invests in international markets, it also includes domestic common stocks in its portfolio. This diversification strategy aims to balance the portfolio by tapping into the potential of undervalued stocks within the United States.
• Geographical Diversification - To minimize investment risks and expand potential returns, the fund ensures its investments span at least three different countries. This broad exposure allows the fund to take advantage of variances in market conditions and economic cycles across different regions.
• Focus on Business Outside the U.S. - The fund is keen on investing in companies that are either based outside the U.S. or have a significant portion of their operations (more than 50%) outside of the U.S. This strategy leverages global economic trends and capitalizes on growth opportunities in international markets.