On Wednesday, 4 October 2023, Mobius Capital Partners held its annual MCP Investor Day for professional investors. Due to train strikes in London the event was held virtually. Please find a recording of the event below.
The Mobius Investment Trust and Mobius Emerging Markets reached their five year track records with significant outperformance in the same week. MCP’s founding partners Mark Mobius and Carlos Hardenberg looked back on five extraordinary years since the strategy’s inception and provided an update on the portfolio, performance and strategy, as well as an outlook for Q4 2023 and beyond.
Park Systems, a Korean specialist hardware manufacturer, and Hitit, a Turkish software company, presented their respective businesses, provided an outlook for the coming years and spoke about their engagement with the Mobius Capital Partners 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.
On 4 April 2023, Mobius Capital Partners held a Zoom webinar to provide an update on the strategy, performance, and portfolio of the Mobius Emerging Markets Fund and Mobius Investment Trust. MCP’s founding partner Carlos Hardenberg and India analyst Swathi Seshadri reported on their recent trip to India where they met with companies across sectors as well as experts from MCP’s network, including economists and policymakers.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.
Please find a recording of the event at the bottom of this page. For Professional Investors only
On the 14th November 2022, MCP hosted the Mobius Capital Partners Investor Day 2022 at the Royal Society of Chemistry, Piccadilly, London. MCP’s Founding Partner Carlos Hardenberg provided an update on the team, portfolio, strategy and performance for the Mobius Emerging Markets Fund and the Mobius Investment Trust and gave an outlook for H2 2022 and beyond. Portfolio companies Persistent Systems, a leading Indian software business and EC Healthcare, the largest non-hospital health care chain in Hong Kong presented their respective businesses virtually, provided an outlook for the coming years and talked about their progress on ESG+C efforts and their involvement and engagement with the Mobius Capital Partners team.
The Companies
Persistent Systemsis a fast-growing developer of digital platforms for enterprises across industries such as software, financial services and life sciences in developed markets. The company is a leader in developing software for major software companies, including IBM, Google and Salesforce, and is rapidly growing in developing digital platforms and applications. Persistent Systems also licenses IP in these areas.
Established in 2005 and listed in Hong Kong in March 2016, EC Healthcare is Hong Kong’s largest non-hospital medical service provider focusing on preventive and precision medicine. The Group currently operates 147 service points, providing one-stop medical and healthcare services. EC Healthcare also has operations in mainland China and Macau.
The Speakers
Sandeep Kalra, Chief Executive Officer and Executive Director, Persistent Systems
Sandeep Kalra is the Chief Executive Officer of Persistent Systems and serves on its Board as an Executive Director. Under his leadership, Persistent is transforming from a niche technology player into a multifaceted, new age digital transformation partner and a strong global brand.
After graduating from Indian Institute of Management in Calcutta, Sandeep spent 16+ years with HCL, where he held multiple leadership positions across Outsourced Product Engineering, establishing HCL Technologies in LATAM and Canada as well as leading the Pharma vertical. Subsequently to HCL Technologies, Sandeep joined Symphony Teleca to lead its growth and was instrumental in its successful acquisition by HARMAN. Sandeep then led a 7,000+ member services business unit for HARMAN (now a Samsung Company), delivering digital transformation solutions to ISVs and enterprises.
Leslie Lu is co-leading EC Healthcare with a focus on the group’s strategy, systems building, implementation and cultural alignment. Leslie has over 20 years experience in corporate operations, risk management and client relationship management. He previously held various managerial positions at Cathay Pacific, before taking on the role of Deputy Chief Digital Officer at Sun Hung Kai Real Estate Agency Limited.
Leslie graduated from The Hong Kong University of Science and Technology (HKUST) with a Bachelor’s degree in Civil Engineering and holds a master’s degree in Global Finance from New York University and HKUST.
Mark Mobius, Founding Partner, Mobius Capital Partners
Dr. Mobius has spent over 40 years working in and travelling throughout emerging and frontier markets. During this time he has been in charge of actively managed funds totalling over $50 billion in assets. Prior to launching Mobius Capital Partners LLP in May 2018, Dr. Mobius was with Franklin Templeton Investments for more than 30 years, most recently as executive chairman of the Templeton Emerging Markets Group.
During his tenure, the group expanded assets under management from US$100 million to over US$50,000 million and launched a number of emerging market and frontier funds focusing on Asia, Latin America, Africa and Eastern Europe. In addition to open-end and closed-end mutual funds, he launched a successful series of emerging market private equity funds.
Carlos von Hardenberg Founding Partner, Mobius Capital Partners
Carlos Hardenberg is the co-founder of Mobius Capital Partners 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.
On the 4 October 2022, MCP hosted a webinar for institutional investors for the Mobius Emerging Markets Fund. On this occasion, MCP’s founding partner Carlos Hardenberg provided an update on the strategy, performance and portfolio of the fund and shared his views on the challenges and opportunities in emerging markets in 2022 and beyond.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.
On the 11 July 2022, MCP hosted a webinar on corporate culture as a driver of performance in emerging market companies. On this occasion, Izabel Branco from Brazilian software company TOTVS S.A. shared insights into the companies unique approach to company culture and how it has helped them to attract and retain talent over the years.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.
On Monday, 7 March 2022, Carlos Hardenberg provided an update on the portfolio, strategy and performance of the Mobius Emerging Markets Fund and Mobius Investment Trust, and shared his views on the implications of the Russia-Ukraine conflict.Please find our latest blog on the crisis here: Russia Invades Ukraine: Implications for InvestorsThe video below is a recording of the presentation.Please email Anna von Hahn at anna@mcp-em.com should you have any questions or would like further information.
On Tuesday, 1st February 2022, Carlos Hardenberg provided an update on the Mobius Investment Trust portfolio, the emerging and frontier markets landscape and where he is currently seeing opportunities going forward. The Trust has had a strong 2021, delivering share price returns of c.40%.The video below is a recording of the presentation.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. Past performance is not a guide to future performance.Mobius Capital Partners | Virtual Investor Day 2021This is a recording of the Mobius Capital Partners | Virtual Investor Day 2021 held on 30 September 2021. During the webinar Mobius Capital Partners’ Founding Partners Mark Mobius and Carlos Hardenberg provided an update on the team, portfolio, strategy and performance for the Mobius Emerging Markets Fund and the Mobius Investment Trust. Both vehicles reached their three-year track record that week with strong outperformance over the three year period.Furthermore, portfolio companies APL Apollo, Elite Material and Logo Yazilim presented their respective businesses and on how they coped with the pandemic as well as their engagement with Mobius Capital Partners.Please click on the image below to watch 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. Past performance is not a guide to future performance.Mobius Emerging Markets Fund – Strategy Update WebinarThis is a recording of the Mobius Emerging Markets Fund – Strategy Update Webinar held on 9 June 2021. During the webinar Mobius Capital Partners’ Founding Partners Mark Mobius and Carlos Hardenberg provided an update on the strategy, performance and portfolio of the Mobius Emerging Markets Fund (MEMF).The fund has continued its strong performance in 2021. Driven by bottom-up stock selection, since inception in 2018 MEMF has delivered a return of over 40% (Founders C USD, 31 May 2021), significantly outperforming the benchmark (MSCI EM Mid Cap Index). In terms of performance year-to-date (31 May 2021), MEMF is in the top quartile of the Morningstar peer group (Global EM Small-/MidCap Equity).Please click on the image below to watch the webinar.Please email Anna von Hahn at anna@mcp-em.com should you have any questions or would like further information.
