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Moerus-Worldwide-Value-Fund_Annual-Shareholder-Letter_11-30-20.pdf (922.6 KB)

Attaching Amit Wadhwaney’s Moerus Fund shareholder letter. After leaving Whitman’s Third Ave fund, Amit now runs Moerus Fund based on value investing principles. While all his bi-yearly letters can be found on the co’s website, this current one details abt thr rationale for investing in holding cos. & one of thr current position - Bajaj Holdings & Investment.

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