Why Moerus Thinks Tidewater (TDW) Has Created Massive Value Since 2018

Moerus Capital Management LLC, an investment management firm, recently released its 'Worldwide Fund ' second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund navigated a highly bifurcated investment environment in the second quarter of 2026, as investor enthusiasm for artificial intelligence and technology drove a sharp rally in growth stocks while capital moved away from more traditional, value-oriented areas. The Fund's Institutional Class returned... Attiya Zainib Attiya Zainib is a professional writer and financial journalist with more than 12 years of experience in writing, research, content strategy, and financial analysis. She holds master's degrees in Business Administration and English Literature and Language, and has worked across a wide range of business, financial, and research-focused content. At Insider Monkey, she focuses on producing well-researched, data-driven content covering financial markets, investment trends, companies, and institutional investing. Her experience in research and writing allows her to translate complex business and financial topics into clear, engaging, and accessible content for readers. Author disclosure: No author disclosure was provided for this article. This article is provided for informational purposes only and does not constitute financial, investment, legal, or tax advice. Read our Disclosure Policy. NYSE:TDWYahoo FinanceHedge Fund Investor Letters