Recording: MCP Investor Day 2022

Nov 2022
MCP Investor Day 2022
Please find a recording of the event at the bottom of this page. For Professional Investors only

On the 14th November 2022, MCP hosted the Mobius Capital Partners Investor Day 2022 at the Royal Society of Chemistry, Piccadilly, London. MCP's Founding Partner Carlos Hardenberg provided an update on the team, portfolio, strategy and performance for the Mobius Emerging Markets Fund and the Mobius Investment Trust and gave an outlook for H2 2022 and beyond. Portfolio companies Persistent Systems, a leading Indian software business and EC Healthcare, the largest non-hospital health care chain in Hong Kong presented their respective businesses virtually, provided an outlook for the coming years and talked about their progress on ESG+C efforts and their involvement and engagement with the Mobius Capital Partners team.

The Companies

Persistent Systems is a fast-growing developer of digital platforms for enterprises across industries such as software, financial services and life sciences in developed markets. The company is a leader in developing software for major software companies, including IBM, Google and Salesforce, and is rapidly growing in developing digital platforms and applications. Persistent Systems also licenses IP in these areas.

Established in 2005 and listed in Hong Kong in March 2016, EC Healthcare is Hong Kong's largest non-hospital medical service provider focusing on preventive and precision medicine. The Group currently operates 147 service points, providing one-stop medical and healthcare services. EC Healthcare also has operations in mainland China and Macau. 

The Speakers

Sandeep Kalra, Chief Executive Officer and Executive Director, Persistent Systems

Sandeep Kalra is the Chief Executive Officer of Persistent Systems and serves on its Board as an Executive Director. Under his leadership, Persistent is transforming from a niche technology player into a multifaceted, new age digital transformation partner and a strong global brand.

After graduating from Indian Institute of Management in Calcutta, Sandeep spent 16+ years with HCL, where he held multiple leadership positions across Outsourced Product Engineering, establishing HCL Technologies in LATAM and Canada as well as leading the Pharma vertical. Subsequently to HCL Technologies, Sandeep joined Symphony Teleca to lead its growth and was instrumental in its successful acquisition by HARMAN. Sandeep then led a 7,000+ member services business unit for HARMAN (now a Samsung Company), delivering digital transformation solutions to ISVs and enterprises.

Leslie Lu, Co-Chief Executive Officer & Executive Director, EC Healthcare

Leslie Lu is co-leading EC Healthcare with a focus on the group’s strategy, systems building, implementation and cultural alignment. Leslie has over 20 years experience in corporate operations, risk management and client relationship management. He previously held various managerial positions at Cathay Pacific, before taking on the role of Deputy Chief Digital Officer at Sun Hung Kai Real Estate Agency Limited.

Leslie graduated from The Hong Kong University of Science and Technology (HKUST) with a Bachelor’s degree in Civil Engineering and holds a master’s degree in Global Finance from New York University and HKUST.

Mark Mobius, Founding Partner, Mobius Capital Partners

Dr. Mobius has spent over 40 years working in and travelling throughout emerging and frontier markets. During this time he has been in charge of actively managed funds totalling over $50 billion in assets. Prior to launching Mobius Capital Partners LLP in May 2018, Dr. Mobius was with Franklin Templeton Investments for more than 30 years, most recently as executive chairman of the Templeton Emerging Markets Group.

During his tenure, the group expanded assets under management from US$100 million to over US$50,000 million and launched a number of emerging market and frontier funds focusing on Asia, Latin America, Africa and Eastern Europe. In addition to open-end and closed-end mutual funds, he launched a successful series of emerging market private equity funds.

Carlos von Hardenberg Founding Partner, Mobius Capital Partners

Carlos Hardenberg is the co-founder of Mobius Capital Partners and has been Portfolio Manager of the strategy since inception in 2018. Carlos spent 17 years with Franklin Templeton Investments starting as a research analyst based in Singapore, focusing on South East Asia. He then went on to live and work in Poland before moving to Istanbul, Turkey for ten years. Carlos has spent extensive time travelling in Asia, Latin America, Africa and Eastern Europe researching companies and identifying investment targets.

He managed country, regional and global emerging and frontier market portfolios and was appointed lead manager of the LSE-listed Templeton Emerging Market Trust PLC in 2015. Carlos successfully managed the fund and generated significant outperformance over the entire period of his leadership. He also established and managed one of the largest global frontier market funds for a decade.