As the Mobius Emerging Markets Fund is reaching its 3-year track record Carlos talks to Björn Drescher of the German Fondsplattform about current opportunities in emerging markets, especially in the small and midcap space, and why you shouldn’t confuse “old growth” with “new growth.
Blog
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Webinar: Fonds im Visier | Mobius Emerging Markets Fund (German)
Carlos Hardenberg in conversation with Björn Drescher about the outlook for emerging markets, the factors that have driven the strong outperformance of the Mobius Emerging Markets Fund and the strategy reaching its three-year track record.
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VIDEO: Why Emerging Markets Now?
In the video below MCP’s Founding Partner Carlos Hardenberg gives a brief summary on how emerging markets have changed over the twenty years that he has been investing in the asset class. During that period developing countries have gone through a tremendous transformation that has created exciting opportunities for investors well beyond the well-know economic growth argument.
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RECORDING: Frostrow Webinar Mobius Investment Trust
Held on 26 May 2021For Professional Investors onlyOn Wednesday, 26th May 2021, Carlos Hardenberg presented at the Frostrow Investment Seminar, during which he provided an update on the Mobius Investment Trust. Carlos talks about the drivers of the strong performance since inception, engagement with every portfolio holding on ESG+C factors and developments in the trust’s portfolio.This video is a recording of the Frostrow presentation.Please email Anna von Hahn at anna@mobiuscapitalpartners.com should you have any questions or would like further information.
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RECORDING: MEMF – Strategy Update Webinar
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.
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Mobius Investment Trust: AGM 2021 Webinar
Held on 28 April 2021For Professional Investors onlyDue to COVID-19 regulations in the UK larger gatherings at an AGM were not lawful at the end of April 2021. Therefore, it was not possible to hold the Mobius Investment Trust’s (MMIT) AGM in the usual way. Instead, the investment manager, Mobius Capital Partners, offered a webinar, which was open to shareholders, to provide an update on performance, company engagement and developments in the trust’s portfolio.This video is a recording of MMIT’s AGM 2021 webinar.Please email Anna von Hahn at anna@mobiuscapitalpartners.com should you have any questions or would like further information.
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IC Interviews: Mobius Investment Trust’s Carlos Hardenberg
Emerging markets are not associated with high ESG standards but Mobius Investment Trust applies this kind of investment approach in these regions. The trust’s co-manager, Carlos Hardenberg, explains how it is possible to do this and more.