This episode of the Investor Insights podcast pays tribute to the late Mark Mobius, a pioneer in emerging markets investing. The discussion features Carlos Hardenberg, co-founder of Mobius Capital Partners and portfolio manager of the Mobius Investment Trust (MMIT). The trust is highlighted for its attractive valuation, trading at a significant discount to NAV, and its focus on small to mid-cap companies involved in the AI capex build-out, differentiating it from larger, more heavily traded names.
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Investor Insights Podcast #72 - Carlos Hardenberg, Portfolio Manager of the Mobius Investment Trust
Apr 30, 2026
This episode of the Investor Insights podcast pays tribute to the late Mark Mobius, a pioneer in emerging markets investing. The discussion features Carlos Hardenberg, co-founder of Mobius Capital Partners and portfolio manager of the Mobius Investment Trust (MMIT). The trust is highlighted for its attractive valuation, trading at a significant discount to NAV, and its focus on small to mid-cap companies involved in the AI capex build-out, differentiating it from larger, more heavily traded names.
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