Mobius Investment Trust plc
7 November 2018
Dear fellow MMIT shareholder,
Please follow the link to the inaugural manager's report for the Mobius Investment Trust plc (here)
Highlights include:
· We have started to allocate capital, investing in six companies listed in Brazil, China, Hong Kong, Poland, Russia and Turkey
· As part of our active engagement, we have already coordinated over 600 meetings and calls with companies in 19 countries and 9 different sectors
· Emerging and frontier market fundamentals look strong and compare favourably with 2002, which proved to be an attractive entry point
· We remain on schedule and expect to be fully invested in Q4 2018
Thank you for your support.
Mark Mobius, Carlos Hardenberg and Greg Konieczny
Founding Partners, Mobius Capital Partners
