In the sixth episode of Insiders and Outliers, Carlos Hardenberg, founder and portfolio manager of MCP, explains how on-the-ground research trips add an edge to MCP's investment process, and draws on his recent visit to Vietnam to unpack the country's rapid economic growth over the past few decades. He shares key insights into Vietnam's vibrant technology sector, its rapid digitisation, its emergence as a manufacturing hub, and the addition of a new high-conviction Vietnamese holding following the trip.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.

In the second episode of Insiders and Outliers - MCP on Emerging Markets founder and portfolio manager, Carlos Hardenberg, shares his insights into the semiconductor industry, set to be a $1 trillion market by 2030. Join us as we explore both Carlos' history and current approach to investing, as well as his management of geopolitical risks in the semiconductor industry. We also discuss Asia's ongoing leadership in the industry and the expanding range of semiconductor end markets. 

Important Information:
The information and opinions expressed in this podcast constitute marketing material and are not the result of independent financial/investment research. The podcast is intended for informational purposes only and does not constitute an offer, a recommendation, or an invitation by, or on behalf of Mobius Capital Partners to make any investments. Past performance and/ or forecasts of any investment are not indicative of future results. The value of any investment and any income generated from it is not guaranteed and can fall as well as rise. For more information go to: https://www.mobiuscapitalpartners.com/podcast-policy

Hosted on Acast. See acast.com/privacy for more information.

We are delighted to introduce our investors to our new podcast called Insiders and Outliers - MCP on Emerging Markets. Monthly episodes will provide insights into our portfolio manager Carlos Hardenberg's opinions on important matters across emerging markets. In our very first episode we discuss Taiwan's recent election which took place on the 13th January 2024. For some interesting background into Taiwan's political situation listen to our episode Taiwan - A Very Brief Overview. We hope you enjoy the episode and see you again next month! 

Important Information:
The information and opinions expressed in this podcast constitute marketing material and are not the result of independent financial/investment research. The podcast is intended for informational purposes only and does not constitute an offer, a recommendation, or an invitation by, or on behalf of Mobius Capital Partners to make any investments. Past performance and/ or forecasts of any investment are not indicative of future results. The value of any investment and any income generated from it is not guaranteed and can fall as well as rise. For more information go to: https://www.mobiuscapitalpartners.com/podcast-policy

Hosted on Acast. See acast.com/privacy for more information.

Listen to this episode to learn how Taiwan's recent history has influenced its current position on the world stage then refer back to Episode 1 - Taiwan after the Elections for our discussion with Carlos Hardenberg.

‍

Important Information:
The information and opinions expressed in this podcast constitute marketing material and are not the result of independent financial/investment research. The podcast is intended for informational purposes only and does not constitute an offer, a recommendation, or an invitation by, or on behalf of Mobius Capital Partners to make any investments. Past performance and/ or forecasts of any investment are not indicative of future results. The value of any investment and any income generated from it is not guaranteed and can fall as well as rise. For more information go to: https://www.mobiuscapitalpartners.com/podcast-policy

Hosted on Acast. See acast.com/privacy for more information.