Actively engaging with emerging market companies to improve #ESG+C. Capital at risk. For professional investors only. Authorised and regulated by the FCA.mcp-em.com/en London, EnglandJoined March 2018
Merry Christmas to all of our investors and partners!
We'd like to thank you for all of your support this year, especially as 2024 has been an exciting year for MCP, highlighted by our rebranding as MCP Emerging Markets.
Listen to 'On-The-Ground In Vietnam' another edition of 'Insiders and Outliers, MCP on Emerging Markets'.
Capital at risk. For professional investors only.
mobiuscapitalpartners.com/news/on-the-gr…
We are delighted to announce that MCP's Head of Investor Relations, Anna von Hahn, will be speaking about investment opportunities in emerging markets at the Rankia Fund Experience in Lisbon on the 28th November.
At MCP, we’re asking how the US election result will affect Emerging Markets and, despite the often pessimistic narrative, we’ve identified several potential silver linings in a Trump presidency.
mobiuscapitalpartners.com/news/trumps-vi…
Listen to Insiders and Outliers' latest episode 'Understanding Market Volatility' now available on Spotify, Apple Podcasts and Soundcloud.
mobiuscapitalpartners.com/news/understan…
Carlos and the MCP team recently attended the CITIC CLSA Investor Forum in Hong Kong and have now arrived in Ho Chi Minh City, Vietnam, where they have been engaging with local businesses and industry experts.
Explore MCP's insights into Generative AI through our latest publications and discussions, including a recent episode of Insiders and Outliers and a blog post. mobiuscapitalpartners.com/news/gen-ai-be…
Capital at risk. For professional investors only.
Hot on the minds of investors is the shock result of the Indian election announced last Tuesday. Read our take on what the result means for the market.
Capital at risk. For professional investors only.
mobiuscapitalpartners.com/news/a-surpris…
We are delighted to announce that MCP's portfolio manager, Carlos Hardenberg, has been awarded an A rating in Citywire's new investment trust manager list.
citywire.com/investment-tru…
Capital at risk. For professional investors only.
Read our latest blog post Decoding the Semiconductor Industry. We cover cyclicality, geopolitics, AI, market outlook, and highlight some of our exciting portfolio companies within the industry.
mobiuscapitalpartners.com/news/decoding-…
Decoding the Semiconductor Industry
The second episode of Insiders and Outliers - MCP on Emerging Markets is out. mobiuscapitalpartners.com/news/decoding-…
Capital at risk. For professional investors only.
South Korea’s Value Up Initiative; Can the Country Follow in Japan’s Footsteps?
Read our latest blog post on South Korea's value up initiative, which aims to address the 'Korea discount'.
Capital at risk. For professional investors only.
mobiuscapitalpartners.com/news/south-kor…
Wir würden uns freuen, Sie im Mai beim Fondsquartett in Gelsenkirchen, Münster, Nürnberg und Stuttgart zum unserem Vortrag “Risiken und Chancen in den Schwellenländern” begrüßen zu dürfen. Bei Interesse melden Sie sich bitte unter diesem Link an:fondsquartett.de
The Chinese Market: Sparks or Scorches?
Read our latest blog post on why we invest cautiously in China
Capital at risk. For professional investors only.
mobiuscapitalpartners.com/news/the-chine…
We are delighted to introduce our new podcast called Insiders and Outliers - MCP on Emerging Markets. Listen to our first episode Taiwan after the Elections here: soundcloud.com/mobiuscapitalp…
"A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty."
Read our latest letter to investors below!
Capital at risk. For professional investors only.
mobiuscapitalpartners.com/news/letter-to…
Interesting article in the @FT on the importance of corporate culture. We integrated corporate culture into our research process/customer engagement, as we believe that companies with strong company cultures are an additional driver of outperformance.
esgplusc.com
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