About Mobius capital partners
Mobius Capital Partners: An Active Ownership Approach to Emerging and Frontier Market Equities
Mobius Capital Partners is a London-based investment firm that specializes in emerging and frontier market equities. The company was founded in 2018 by Mark Mobius, Carlos Hardenberg, and Greg Konieczny, three seasoned investors with decades of experience in the industry.
The firm's investment philosophy is based on an active ownership approach, which means that they take an active role in the companies they invest in. This approach involves engaging with management teams to improve corporate governance, sustainability practices, and overall performance.
Mobius Capital Partners believes that this approach can lead to better long-term returns for investors while also promoting positive social and environmental outcomes. The firm's focus on emerging and frontier markets reflects their belief that these regions offer significant growth opportunities for investors who are willing to take a long-term view.
One of the key strengths of Mobius Capital Partners is their team's deep expertise in emerging markets. Mark Mobius is widely regarded as one of the pioneers of emerging market investing, having spent over 30 years at Franklin Templeton Investments where he managed some of the world's largest emerging market funds. Carlos Hardenberg also has extensive experience investing in emerging markets, having previously worked at Templeton Emerging Markets Group. Greg Konieczny brings additional expertise from his time managing funds focused on Central Europe.
The firm's investment process begins with a rigorous analysis of potential investments using both quantitative and qualitative factors. They look for companies with strong fundamentals such as solid financials, competitive advantages, and attractive valuations. They also consider non-financial factors such as ESG (environmental, social, governance) criteria when evaluating potential investments.
Once an investment has been made, Mobius Capital Partners takes an active role in working with management teams to improve performance over time. This may involve providing strategic guidance or helping to implement best practices around corporate governance or sustainability.
Mobius Capital Partners has a strong track record of delivering attractive returns for investors. Their flagship fund, the Mobius Investment Trust, launched in 2018 and has outperformed its benchmark since inception. The firm also manages a number of other funds focused on specific regions or sectors.
In addition to their investment activities, Mobius Capital Partners is committed to promoting sustainable investing practices. They are signatories to the United Nations-supported Principles for Responsible Investment (PRI) and have developed their own proprietary ESG framework to guide their investment decisions.
Overall, Mobius Capital Partners is a unique investment firm that offers investors exposure to some of the world's most exciting growth markets while also promoting positive social and environmental outcomes. Their active ownership approach sets them apart from many other investment firms and has proven successful in generating attractive long-term returns for investors.