Please stay tuned for important disclosure information at the conclusion of this episode.

Welcome to the Longview. I'm Ben Johnson, head of client solutions with Morningstar. And I'm Amy Arnott,

portfolio strategist with Morningstar. Today's guest on The Longview is Amit Baudwani, portfolio manager

and co-founder at Moiris Capital Management.

Amit has over 30 years of experience researching and analyzing investment opportunities

in developed, emerging, and frontier markets worldwide.

Prior to co-founding Moiris, Amit was a portfolio manager and partner at Third Avenue Management,

where he worked alongside his Moiris co-founding partners.

Amit founded the international business at Third Avenue and was the founding manager of the Third Avenue Global Value Fund,

the Third Avenue Emerging Markets Fund, and the Third Avenue Global Value Fund, the Third Avenue Emerging Markets Fund, and the Third

Avenue International Value Fund.

Earlier in his career, Amit worked at M.J. Whitman, LLC, a New York-based broker-dealer.

Prior to joining M.J. Whitman, Amit was a paper and forest products analyst at Bunting Warburg,

a Canadian brokerage firm. He began his career at Domtar, a Canadian Forest Products Company.

Amit holds an MBA in finance from the University of Chicago. He also holds a BA with honors

and an MA in economics from Concordia.

At Concordia, he was awarded the Sun Life Prize and the Concordia University Fellow in Economics,

and he subsequently taught economics classes there. Amit also holds a BS degree in chemical engineering and mathematics from the University of Minnesota.

Well, Amid, welcome to the Longview. Thank you so much for joining Amy and I today.

Thank you for having me.

I wanted to start by asking you to tell us a bit about your background, and I'm particularly curious about how you caught the investing bug.

Well, I was trained as an engineer, and I also studied some math in those days.

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