Upcoming: Virtual MCP Investor Day 2023

Sep 2023
Mobius Capital Partners
For Professional Investors only


Due to the announced train and tube strikes in London on 4 October, the Mobius Capital Partners Investor Day 2023 for professional investors next Wednesday, 4 October 2023, at 11am (BST) will now take place as a virtual event only. The in-person event at the Royal Society of Chemistry has been cancelled. We apologise for any inconvenience this may cause. We look forward to welcoming you via Zoom on the day.

MCP's founding partners Mark Mobius and Carlos Hardenberg will look back at five unusual years -for the world and for investors-, provide an update on the portfolio, performance and strategy of the Mobius Emerging Markets Fund and the Mobius Investment Trust and give an outlook for H2 2023 and beyond.

We are delighted to welcome two portfolio companies on this special occasion: Korean specialist hardware manufacturer Park Systems and Turkish software company Hitit will introduce their respective businesses, provide an outlook for the coming years and talk about their engagement with the Mobius Capital Partners team.

Please email Anna von Hahn at anna@mobiuscapitalpartners.com should you like to participate in the virtual MCP Investor Day 2023.

The Agenda

The Companies

MCP's Korean portfolio company Park Systems is the world's leading manufacturer of atomic force microscopy (AFM) systems for scientific research, nanoscale engineering, semiconductor manufacturing and quality assurance. Park Systems offers a full range of AFM and related products for the chemistry, materials, physics, life sciences and semiconductor industries. Customers include most of the world's largest semiconductor companies and renowned scientific research universities and national laboratories.

Turkish software company Hitit Bilgisayar Hizmetleri A.S. provides state-of-the-art airline and travel IT solutions to players in Turkey and internationally. The company is the 3rd largest passenger system provider in the world. Over 70,000 travel agencies are using Hitit's system and more than 50 billion flight requests are processed every year.

The Speakers

Aras Kubilay, Business Development Director, Hitit

Aras Kubilay leads business development and industry engagement at Hitit, tracking emerging trends, technology enablers and best practices for the benefit of Hitit's 65+ partner airlines around the world. Aras previously worked at IATA overseeing the development of new passenger facing technology solutions and at Intel in innovation management.

Aras holds a Master of Science degree from Sabanci University, Istanbul, and a post-graduate aviation management degree from Stanford Graduate School of Business.

Joo-young (Jackey) Chung, Vice President Financial Planning, Park Systems

Jackey Chung is Vice President Financial Planning at Park Systems, focusing on corporate strategy, financial planning and business development. Jackey has many years of experience in senior finance and strategy roles in the technology manufacturing sector. He previously held the position of CFO at Korean cable manufacturer Songhyun, and was part of the senior strategic planning team at Korean earphone manufacturer, Chresyn.

Jackey holds a BSc in Statistics from Korea University, Seoul and an MBA from Manchester Business School, UK.

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.

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.