If you would like to attend or dial into the Investor Day please email Anna von Hahn at anna@mcp-em.com or Tess Peplow at tess@mcp-em.com. Please note this event is for professional investors only.
We would be delighted if you would join us for the MCP Investor Day 2025 on Tuesday, 23 September, at 11am (BST) at the Royal Society of Chemistry, Burlington House, Piccadilly, London W1J 0BA. This will be an in-person event with the option to join via Zoom. The investor day coincides with the Mobius Emerging Markets Fund and Mobius Investment Trust reaching their 7-year track records.
On this occasion, the founding partner, Carlos Hardenberg, and the MCP team, will reflect on the seven years since inception and provide an update on the portfolio, strategy and performance of the Mobius Emerging Markets Fund and the Mobius Investment Trust. Portfolio companies TOTVS and CarTrade will present their respective businesses, provide an outlook for the coming years and talk about their progress on ESG+C® efforts and their involvement and engagement with the MCP team.
The Companies
TOTVS provides enterprise software solutions with a strong presence in Brazil’s mid-sized business segment, primarily through its Enterprise Research Planning (ERP) platform. The company has been expanding its addressable market beyond traditional ERP into areas such as cloud services, HR tech, vertical SaaS, and business analytics. Its business model benefits from a high proportion of recurring revenues and integration with client operations.
CarTrade is a leading multi-channel digital marketplace in India, catering to both new and used car segments, as well as second-hand / used classifieds. Through multiple brands, it holds a dominant position in the market, ranked #1 across Auto Portals, Used Classifieds, and Vehicle Auction Platforms in India, despite having a topline of just <$100m.
The Speakers
Carlos Hardenberg
Carlos Hardenberg is the founder of MCP and has been Portfolio Manager of the strategy since inception in 2018. Carlos spent 17 years with Franklin Templeton Investments starting as a research analyst based in Singapore, focusing on South East Asia. He then went on to live and work in Poland before moving to Istanbul, Turkey for ten years. Carlos has spent extensive time travelling in Asia, Latin America, Africa and Eastern Europe researching companies and identifying investment targets.
He managed country, regional and global emerging and frontier market portfolios and was appointed lead manager of the LSE-listed Templeton Emerging Market Trust PLC in 2015. Carlos successfully managed the fund and generated significant outperformance over the entire period of his leadership. He also established and managed one of the largest global frontier market funds for a decade.
Gilsomar Maia
Gilsomar Maia is CFO and Investor Relations Officer at TOTVS. The executive has over 25 years of experience, including 15 in mergers and acquisitions, planning, and investor relations. He was named the Best CFO in the Technology, Media, and Telecommunications sector for Mid Cap companies by the “Latin America Executive Team” study, which was conducted and published by Institutional Investor magazine in the United States, from 2022 to 2024. Maia holds a degree in Accounting from Universidade Presbiteriana Mackenzie, an MBA in Capital Markets from the FIPECAFI Foundation, and an Advanced Certificate for Executives in Management, Innovation, and Technology from the MIT Sloan School of Management. Before joining TOTVS in 2006, he served as an Assurance Manager at Ernst & Young for eight years and later became the business controller for the Coimex Trading business unit.
Aneesha Bhandary
Ms. Aneesha Bhandary Executive Director & CFO Aneesha has played a pivotal role in CarTrade’s financial growth journey, including its IPO and post-listing governance. She joined CarTrade in 2015. She has been instrumental in taking the Company Public. Aneesha a 9 year stint with S.R.Batliboi & Co. LLP (Ernst & Young) as a Statutory auditor and has over 17+ years of experience in the field of Finance. With 19+ years of experience, Aneesha blends deep technical finance expertise with sharp business judgement. Aneesha has led initiatives in risk, reporting, investor engagement, and capital efficiency. Aneesha is also a Chartered Accountant and an IIM-C certified CFO, and was recognised as “Young CFO of the Year” by CII.
If you would like to attend or dial into the investor day, or have any further questions, please email anna@mcp-em.com. We look forward to welcoming you to this special event.
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