MCP Content

Category: webinars

  • Webinar: Die nächste Asien-Dekade?

    Asiatische Aktien haben im vergangenen Jahr eine beeindruckende Performance hingelegt. Getragen wurde diese vor allem von den Halbleitergrößen aus Taiwan und Südkorea. Sie sind zur unverzichtbaren Hardware-Basis der globalen KI-Investitionswelle geworden. Auch Japan konnte davon profitieren, Indien rückt nach einer längeren Korrekturphase wieder ins Blickfeld, während China zwischen strukturellen Belastungen und punktuellen Tech-Erfolgen pendelt.

    Nachdem sich die Aufmerksamkeit auf wenige Schwergewichte konzentrierte, stellt sich die Frage, wie tiefgreifend das Technologiethema in der Region tatsächlich ist und welche Rolle Asien angesichts seines wirtschaftlichen und demografischen Gewichts in einem global aufgestellten Portfolio künftig spielen wird. Wie weit kann die Rally noch tragen, und wo in der Region liegt nach dem starken Jahr noch echtes Aufwärtspotenzial?

    Sehen Sie sich nachfolgend über den folgenden Link die Aufzeichnung dieses Webinars mit unserem Portfoliomanager Carlos Hardenberg an.

    https://diefondsplattform.de/mediathek/detail/m/die-naechste-asien-dekade

  • MCP Webinar Update Recording

    On 16 June 2026, MCP Emerging Markets hosted a Zoom webinar where founding partner Carlos Hardenberg provided an update on the Mobius Investment Trust (MMIT) and the Mobius Emerging Markets Fund (MEMF), including portfolio performance, current positioning, and the investment opportunities we are seeing across emerging and frontier markets.

    The discussion covered key themes including AI-driven technology demand, opportunities in India following recent market weakness, developments in South Korea and Taiwan, and select opportunities in frontier markets. Carlos hosted the webinar from Ho Chi Minh City during a research trip to Vietnam, providing firsthand insights into the country’s rapidly evolving economic and investment landscape.

    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.

  • Insights from India Webinar Recording

    On 9 June 2026, MCP Emerging Markets hosted a Zoom webinar where founding partner Carlos Hardenberg and investment analyst Swati Mehta discussed the current investment landscape and opportunity set in India, drawing on insights from the team’s recent research trip to the country.

    Carlos shared on-the-ground observations from meetings with company management teams, industry participants and local market experts, as well as outlining two current Indian portfolio companies, Groww and Aditya Infotech.

    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.

  • MCP Update Webinar

    On 10 March 2026, 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) and the Mobius Investment Trust (MMIT), as well as providing an in-depth review of their insights from a recent research trip to India.

    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.

  • Mobius Investment Trust Webinar October 2025

    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.

    View Recording

  • RECORDING: MCP Investor Day 2025

    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.

  • MEMF Strategy Update Webinar July 2025

    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.

  • Mobius Investment Trust Webinar June 2025

    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.

    View recording

    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.

  • MMIT Strategy Update Webinar March 2025

    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.

  • MEMF Strategy Update Webinar March 2025

    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.