Amit Wadhwaney presented his in-depth investment theses on Sino Land (HK: 0083), Guoco (HK: 0053) and Exito (Colombia: EXITO) at Best Ideas 2016.
We conducted a Q&A session with Amit Wadhwaney on value investing in Asia and Latin America. During the Q&A, Amit highlighted the following public companies as potentially attractive investment opportunities: Sino Land (Hong Kong: 0083), Guoco Group (Hong Kong: 0053), and Almacenes Exito (Colombia: EXITO).
About the instructor:
Amit Wadhwaney is a Portfolio Manager at Moerus Capital Management, LLC and the manager of the Moerus Global Value Fund LP. 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, where he founded the international business 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. 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. 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.
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