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  • Citywire: The unusual stock that has become top dog at Mobius

    How can investors capture the AI opportunity in emerging markets beyond the familiar mega-cap names?

    A recent Citywire article highlights how Mobius Investment Trust (MMIT) is finding opportunities further down the value chain, particularly among innovative small and mid-cap companies that often sit outside mainstream emerging market portfolios.

    The article looks at two examples from the portfolio: Astor Enerji, a Turkish power transformer manufacturer benefiting from growing investment in electricity grids and AI-related power demand, and King Slide Works, a Taiwanese precision hardware manufacturer whose server rail business has benefited from the rapid expansion of AI infrastructure.

    These companies illustrate a broader transformation across emerging markets. Once characterised largely by simpler, consumer-led business models, emerging markets are increasingly at the forefront of R&D, patents and technological innovation.

    For us, this reinforces the opportunity to look beyond the index and identify businesses benefiting from structural growth trends that may still be underappreciated by global investors.

    Read the full Citywire article here.

  • Portfolio Advisor Interview: ‘There is no 100% hedge. There is no guarantee’

    In a recent interview with Portfolio Adviser, MCP Emerging Markets founder and Mobius Investment Trust (MMIT) portfolio manager Carlos von Hardenberg reflects on more than 25 years of investing across emerging and frontier markets, including the lessons he learned working alongside the late Mark Mobius along with some personal anecdotes of their travel together.

    Carlos discusses how these experiences helped shape MCP’s investment philosophy: a long-term, bottom-up approach with a particular emphasis on management quality, corporate governance and alignment with minority shareholders. He also explores some of the opportunities the team is finding today, including among smaller and mid-sized companies in India, as well as businesses in Korea and Taiwan.

    Looking ahead, Carlos highlights the importance of combining company-level research with an understanding of the broader macroeconomic environment in emerging markets. Against a potentially volatile backdrop, the focus remains on identifying high-quality businesses that are, as far as possible, “in charge of their own destiny.”

    Read the full interview with Portfolio Adviser: Investment trusts with MMIT’s Hardenberg: ‘There is no 100% hedge. There is no guarantee’

  • Citywire Highlights MCP’s Strong Recovery Through Reducing AI Software Positioning

    Citywire recently featured Carlos Hardenberg following MCP’s strong rebound, highlighting how the investment team’s early decision to reduce exposure to software businesses vulnerable to artificial intelligence disruption helped drive performance.

    As AI capabilities have advanced rapidly, MCP has become increasingly selective within the technology sector. Rather than maintaining broad software exposure, the portfolio has been repositioned towards companies expected to benefit from the accelerating build-out of AI infrastructure, including semiconductor, hardware and enabling technology businesses with strong competitive positions.

    This shift reflects MCP’s investment philosophy of continuously reassessing long-term structural trends rather than relying on traditional sector classifications. The team believes the AI landscape is creating both significant winners and losers, requiring active portfolio management and rigorous bottom-up research.

    Additionally, technology is not the only opportunity set. As Carlos notes in the article, the team is also identifying compelling investment opportunities in areas such as power infrastructure and healthcare, supported by the structural growth of emerging domestic economies.

    The article also highlights the MCP’s strong performance during 2026, demonstrating how this disciplined approach has enabled the portfolio to navigate a rapidly evolving technology landscape while continuing to identify high-quality growth opportunities across emerging markets.

    Read the full article here.

  • MCP Annual Investor Day

    Thursday 24 September 2026

    We would be delighted if you would join us for the MCP Emerging Markets Investor Day 2026 on Thursday, 24 September, at 11am (BST) at the Royal Society of Chemistry, Burlington House, Piccadilly, London W1J 0BA. 

    The investor day coincides with the Mobius Investment Trust reaching its 8-year track record. On this occasion, the founding partner of MCP, Carlos Hardenberg, will reflect on the eight years since inception and provide an update on the portfolio, strategy and performance of the Mobius Emerging Markets Fund and the Mobius Investment Trust.

    Joongsuk Han from the Korea Exchange (KRX) will present on Korea’s Corporate Value-Up Program which has become an important driver of change in Korea’s equity market and has supported its recent strong performance.

    Additionally, portfolio companies King Slide Works, Taiwanese precision sliding rail system manufacturer, and GNG Electronics India’s largest refurbisher of laptops and desktops, will present their respective businesses, provide an outlook for the coming years, talk about their progress on ESG+C® efforts and their involvement and engagement with the MCP team.

    We look forward to welcoming you to this special event.

    Register to Attend Here or email Anna von Hahn at anna@mcp-em.com.

    This event is for professional investors only.

  • MCP Annual Investor Day 2026

    Thursday 24 September 2026

    We would be delighted if you would join us for the MCP Emerging Markets Investor Day 2026 on Thursday, 24 September, at 11am (BST) at the Royal Society of Chemistry, Burlington House, Piccadilly, London W1J 0BA.

    The investor day coincides with the Mobius Emerging Markets Fund reaching its 8-year track record. On this occasion, the founding partner of MCP, Carlos Hardenberg, will reflect on the eight years since inception and provide an update on the portfolio, strategy and performance of the Mobius Emerging Markets Fund and the Mobius Investment Trust.

    Joongsuk Han from the Korea Exchange (KRX) will present on Korea’s Corporate Value-Up Program which has become an important driver of change in Korea’s equity market and has supported its recent strong performance.

    Additionally, portfolio companies King Slide Works, Taiwanese precision sliding rail system manufacturer, and GNG Electronics India’s largest refurbisher of laptops and desktops, will present their respective businesses, provide an outlook for the coming years, talk about their progress on ESG+C® efforts and their involvement and engagement with the MCP team.

    We look forward to welcoming you to this special event.

    Register to Attend Here or email Anna von Hahn at anna@mcp-em.com.

    This event is for professional investors only.

  • “We are looking for innovative companies in emerging markets.”

    On 13 July 2026, Alexander Trentin of Finanz und Wirtschaft (FuW) interviewed Carlos von Hardenberg about emerging markets and the investment opportunities he is currently seeing across the asset class.

    Read the full article here.

  • “India is Comparable to China 25 Years Ago With the Same Investment Opportunities”

    In a recent interview with Das Investment, Carlos Hardenberg shares his perspective on why resilience across emerging markets continues to strengthen, driven by deeper global integration and sustained investment in innovation and R&D.

    He highlights the importance of focusing on high-quality, often overlooked companies that are globally competitive and benefiting from structural trends such as AI infrastructure growth. He also discusses the key drivers behind recent fund performance, particularly mid-sized technology companies experiencing strong demand and order momentum.

    Carlos further outlines why he remains constructive on India despite elevated valuations, pointing to robust economic growth, improving talent dynamics, and expanding capital markets. In contrast, he takes a more cautious stance on China due to governance and shareholder alignment considerations, favouring indirect exposure through companies operating there.

    Read the full article here on Das Investment 

  • Das Mobius-Erbe – Carlos von Hardenberg über einen Ausnahme-Investor

    Carlos von Hardenberg kommt zu Drescher & Cie und erinnert sich zusammen mit uns anlässlich des Todes des großen Schwellenländer-Fondsmanagers Dr. Mark Mobius an den Menschen, die Persönlichkeit, den Investor und sein Vermächtnis für die Nachwelt. Aus unserer Sicht ein gleichermaßen einfühlsames wie lehrreiches Gespräch für Anleger.

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  • We are Deeply Saddened to Learn of the Passing of Mark Mobius

    We are Deeply Saddened to Learn of the Passing of Mark Mobius

    We are deeply saddened to learn of the passing of Mark Mobius.

    Mark was not only one of the founders of MCP, but also a cherished mentor, partner, and source of inspiration to all of us. His influence on the emerging markets investment landscape was extraordinary, and his vision helped shape both our firm and the industry more broadly.

    Until his retirement from the company in 2023, he remained a guiding presence and a passionate ambassador for MCP. His wisdom, energy, and generosity left a profound and lasting impression on everyone who had the privilege of working with him.

    We will remember Mark not only for his remarkable achievements, but also for his character, his guidance, and the enduring impact he had on our lives. He will be greatly missed, and we hold his memory with deep respect and gratitude.

  • Emerging markets stocks have soared in 2025: Is this time different – and should you invest?

    View Article in This is Money