Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Market watch - Videos and other recordings - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week With the Iran war now five weeks old and no sign of a conclusion, I discuss some of the broader investment implications with two guests this week on the podcast, as well as how they are reacting to the ongoing events in the Gulf. The first is Jasmine Yeo, the manager of the R...
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Exclusive to subscribers to the Money Makers Circle Contents - What's new this week - Latest trust profile - Trust news over the past week - Recent issuance and buybacks - Market watch - Videos and other recordings - Trust price and NAV performance - Z-scores - Investment Trusts Handbook - Appendices
What's new this week There are two guests on the podcast this week. First, Peter Hewitt, the former manager of CT Global Managed Portfolio, and now a regular contributor to the podcast, gives his take on the stormy month we have all just lived through in the markets. He is followed by Carlos Har...
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UPDATE: The triennial redemption offer in late 2025 saw a large take-up of 43%, and the results for the year to November 2025 saw MMIT return 7% versus 22% for its comparator index. However, the six months to May 2026 produced a better performance of 23% versus 21% for the EM Mid-Cap index.
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...
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Jonathan Davis, editor of the Investment Trusts Handbook, talks to Carlos Hardenberg, lead manager of the Mobius Investment Trust (ticker: MMIT). In a 35 minute Q and A we discuss events in Russia, China and Brazil and the outlook for emerging markets and the dollar. Carlos spent 17 years at Templeton Emerging Markets (ticker: TEM) before launching the new trust with Mark Mobius in 2018.
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UPDATE: A revised version of this profile was published in October 2025.
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,...
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