Mobius Investment Trust (ticker: MMIT) was launched in 2018 and initially run by the team of Dr Mark Mobius and Carlos von Hardenberg, who had previously worked together at Franklin Templeton before deciding to set up their own fund management business. Dr Mobius, now in his late 80s, retired at the end of 2023, leaving Hardenberg as the lead manager. The trust holds a concentrated portfolio of mid-cap emerging market stocks, focusing on quality, and where it can help improve governance and company culture. MMIT has slightly outperformed both the MSCI Emerging Markets and Emerging Markets Mid-...
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Mobius Investment Trust (hereafter Mobius - ticker: MMIT) was launched in October 2018 and is run by Dr Mark Mobius and Carlos Hardenberg, who both have very respectable records of managing emerging market funds, most notably Templeton Emerging Markets. Mobius looks for quality emerging market mid-cap stocks, typically valued at $3-5bn, that tend to be primarily involved in sectors like technology, healthcare, and consumer goods. The trust uses what it calls an 'ESG plus C' strategy, the C standing for corporate culture, and it runs a focused portfolio of between 20 and 30 positions with a lon...
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