Moerus Capital Management LLC
Founded in 2015, Moerus Capital Management is an investment management firm offering investment products to institutions, financial intermediaries, and qualified individuals.
We utilize the same, fundamentals-based investment philosophy across all investments, which seeks to purchase securities trading at large discounts to conservative estimates of their intrinsic value, with a preference for companies that possess strong financial positions, high-quality assets, and attractive business models.
Though Moerus is a recently founded firm, its investment team is not new to the global investment landscape or to each other, having worked together for nearly a decade. Moerus’ three investment professionals collectively have over 50 years of investment experience and have performed research on securities in over 50 countries.
Through our fundamental, value-oriented investment process we aim to buy securities of predominantly well-financed companies that trade at substantial discounts to our conservative estimates of intrinsic value. The portfolio is unconstrained by geographic, industry, or index considerations, resulting in a portfolio that is built from the bottom up and based on the best absolute value opportunities currently available. We believe that this investing discipline provides investors with a unique portfolio, long term price appreciation potential, and mitigated downside risks.
THE STORY BEHIND OUR NAME
Moerus’ name is derived from the Classical Latin word describing a city’s defensive walls, which were designed to protect both a city and its inhabitants from risks, both predicted and unforeseen. Though we are unabashed value investors, we cannot emphasize enough that cheapness alone is not enough to warrant an investment. We believe a keen awareness of the risks facing an investment is essential to generating solid returns over the long run.
The opportunities that we often find ourselves pursuing typically face near term challenges, risks, and uncertainties. We welcome such transitory turmoil, as it sometimes provides unusually compelling opportunities. However, because of this short term turmoil, we seek to populate our portfolios with companies that have a “Moerus” - the strength, staying power and wherewithal - to withstand a variety of risks.
Copyright Moerus Capital Management, 2021
Moerus Capital Management LLC is a Registered Investment Advisor.
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