On 17 October 2025, the Mobius Investment Trust portfolio manager Carlos Hardenberg hosted a webinar on Investor Meet Company to help retail investors better understand the opportunities within emerging markets, as well as outlining MMIT’s differentiated approach to generating long-term capital growth across emerging markets.
For Professional Investors only
We were delighted to host our annual Investor Day in London on Tuesday, 23 September 2025, bringing together investors and portfolio companies for a day of discussion and insights. For those who couldn’t attend, please find the full recording below.
Highlights included insightful presentations from CarTrade, an Indian multi-channel auto platform provider, and TOTVS, a Brazilian software provider. CarTrade and TOTVS presented their respective businesses, provided an outlook for the coming years, spoke about their engagement with the MCP team, and showcased their innovation and structural growth within their respective industries.
This year’s key takeaways highlight favourable conditions for our portfolio looking forward, including easing tariff uncertainty, declining US interest rates, strengthening emerging market currencies, and accelerating investment in AI and technology supply chains. Additionally, strong results and constructive outlooks from many of our holdings should position them well beyond 2025.
For professional investors only. Capital at risk.
On 9 July 2025, MCP Emerging Markets hosted a Zoom webinar where founding partner Carlos Hardenberg and investment analyst Swati Mehta provided an update on the strategy, performance and portfolio of the Mobius Emerging Markets Fund (MEMF).
The video below is a replay of the webinar.
Please email Anna von Hahn at anna@mcp-em.com should you have any questions or would like further information.
For professional investors only. Capital at risk.
On 24 June, the Mobius Investment Trust portfolio manager Carlos Hardenberg hosted a webinar on Investor Meet Company to help retail investors better understand the opportunities within emerging markets, as well as outlining MMIT’s differentiated approach to generating long-term capital growth across emerging markets.
Webinar Summary:
Despite a volatile macroeconomic environment, the Trust maintains high conviction in select small and mid-cap companies with strong margins, governance, and innovation-led business models – particularly in India, Taiwan, and Southeast Asia. The portfolio, concentrated in fewer than 30 holdings, has achieved a 44.4% return since inception and outperformed both the MSCI Emerging Markets Index and its LSE-listed peers over the past 5 years. With earnings growth in emerging markets forecast at 14-16% for 2025-2026, MMIT sees an inflection point driven by attractive valuations, resilient GDP growth, favourable demographics, and global decoupling from overvalued developed markets. The Trust actively avoids overexposed sectors and geographies like China, maintains liquidity discipline, and integrates ESG factors into its investment process. Management is exploring portfolio gearing to enhance upside potential and continues to focus on aiming to deliver superior risk-adjusted returns. With a high active share and deep on-the-ground research, MMIT is likely to benefit from innovation-led value creation across emerging markets. Investors are encouraged to view the current discount as a long-term opportunity.
For Professional Investors only
On 11 March 2025, MCP Emerging Markets hosted a Zoom webinar where founding partner Carlos Hardenberg and investment analyst Swathi Seshadri provided an update on the strategy, performance and portfolio of the Mobius Investment Trust (MMIT).
The video below is a replay of the webinar.
Please email Anna von Hahn at anna@mcp-em.com should you have any questions or would like further information.
For Professional Investors only
On 18 March 2025, MCP Emerging Markets hosted a Zoom webinar where founding partner Carlos Hardenberg and investment analyst Swathi Seshadri provided an update on the strategy, performance and portfolio of the Mobius Emerging Markets Fund (MEMF).
The video below is a replay of the webinar.
Please email Anna von Hahn at anna@mcp-em.com should you have any questions or would like further information.
For Professional Investors only
On Wednesday, 25 September 2024, MCP held its annual Investor Day for professional investors. Please find a recording of the event below.
Carlos Hardenberg looked back on six years since the strategy’s inception and provided an update on the portfolio, performance and strategy, as well as an outlook for Q4 2024 and beyond. The MCP team shared an overview of recent engagement efforts and research trips, including insights from one analysts still on-the-ground in India.
360 One, an Indian wealth manager, and Classys, a Korean medical device manufacturer, presented their respective businesses, provided an outlook for the coming years and spoke about their engagement with the MCP team.
Please contact Anna von Hahn at anna@mcp-em.com should you have any questions.
For Professional Investors only. Past performance is not a guide to future performance.
For Professional Investors only
On 3 July, Mobius Capital Partners hosted a Zoom webinar where founding partner Carlos Hardenberg and investment analysts Florian Hofmann and Swathi Seshadri provided an update on the strategy, performance and portfolio of the Mobius Emerging Markets Fund.
The video below is a replay of the webinar.
Please email Anna von Hahn at anna@mcp-em.com should you have any questions or would like further information.
For Professional Investors only
On 6 June 2024, Mobius Capital Partners held a Zoom webinar where founding partner Carlos Hardenberg provided an update on the strategy, performance, and portfolio of the Mobius Investment Trust.
The video below is a recording of the webinar.
Please email Anna von Hahn at anna@mcp-em.com should you have any questions or would like further information.
For Professional Investors only
On 6 February 2024, Mobius Capital Partners held a Zoom webinar where founding partner Carlos Hardenberg provided an update on the strategy, performance, and portfolio of the Mobius Emerging Markets Fund and Mobius Investment Trust.
The video below is a recording of the webinar.
Please email Anna von Hahn at anna@mcp-em.com should you have any questions or would like further information.