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Moerus Worldwide Value Fund (MOWIX) Named Top Global Small/Mid-Cap Fund by LSEG Lipper

Moerus Capital Management (Moerus) today announced that the Moerus Worldwide Value Fund was the recipient of two LSEG Lipper United States Fund Awards for 2026. The Moerus Worldwide Value Fund received the award for top Global Small/Mid-Cap Fund for both the three- and five-year periods ending November 30, 2025, among 99 funds, based on the historical risk-adjusted returns relative to its peers.

“We are honored the Moerus Worldwide Value Fund has been recognized by Lipper,” said Amit Wadhwaney, Portfolio Manager and Co-Founder of Moerus Capital Management, investment advisor to the fund. “A testament to Moerus’ unique investment approach and a reflection of the team’s collective knowledge developed over our many years of working together.”

The Moerus Worldwide Value Fund, a United States-based mutual fund, utilizes a research approach that results in a portfolio of securities in developed, emerging, or frontier markets that we believe offer the most attractive long-term opportunities.

Fund Awards:

  • LSEG Lipper Fund Awards 2026 United States Winner, Moerus Worldwide Value Fund, Best Global Small-/Mid-Cap Fund Over 3 Years
  • LSEG Lipper Fund Awards 2026 United States Winner, Moerus Worldwide Value Fund, Best Global Small-/Mid-Cap Fund Over 5 Years

About Moerus Capital Management:

Moerus Capital Management was founded in 2015 by Amit Wadhwaney, Portfolio Manager, John Mauro, Research Analyst, and Michael Campagna, Research Analyst after almost a decade working together at Third Avenue Management. Moerus is a 100% employee-owned organization based in New York, NY. We believe that zigging when others zag allows us to create a portfolio that presents a differentiated complement to other International and Global managers.

As of January 31, 2026, total firm assets under management were more than $970 million across multiple investment vehicles.

Investors should carefully consider the Fund’s investment objectives, risks, charges, and expenses carefully before investing. This and other important information about the Funds are contained in the prospectus, which can be obtained by calling 1-844-MOERUS1 or visiting www.moeruscap.com. The prospectus should be read carefully before investing.

The Moerus Worldwide Value Fund is distributed by Foreside Fund Services, LLC, Member FINRA.

© 2026, Moerus Capital Management.

Risk Disclosures: Investing in Mutual Funds involves risks including the possible loss of principal and there can be no assurance that any investment will achieve its objectives. International and in particular emerging country and frontier market investing involves increased risk and volatility due to currency fluctuations, economics and political conditions, and differences in financial reporting standards.

About LSEG Lipper Fund Awards:

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60, and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, their accuracy is not guaranteed by LSEG Lipper.

Moerus Capital Management is an independent organization not affiliated with LSEG Lipper.

The award is a testament to Moerus’ unique investment approach and a reflection of the team’s collective knowledge developed over our many years of working together.

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