Learn how to find good value companies from an emerging markets guru.
A market collapse lays the foundation for the next boom.
What are the principles of global investment?
A pioneer, Dr. Mark Mobius, ventured into unknown rough seas 16 years before the launch of BRICs Funds. He joined Templeton in 1987 as president of the Templeton Emerging Markets Fund with assets under management totaling US$100 million. Now his team manages about US$40,000 million. That’s a growth of 40,000% over the last 20 years. He still travels the world spending over 200 days a year to find good companies that may be unknown to others. He is regarded as one of the most successful emerging markets investors in the last 20 years. Moreover, he and his team have received over 100 accolades by international entities such as Micropal, Standard & Poor’s, Morningstar, CNBC, and Reuters. Mark and his team have conducted over 16,000 company visits in more 100 different countries in the last 20 years to kick the tires and find the most attractive investments. The secrets of his investment are…
Finding companies with good earning prospects for the next five years and selling at low prices. Long-term value investment
Diversity – many eggs and many baskets. Global investing
Choose companies, not countries. Bottom-up approach
The key to his success in emerging markets is based on his practice of making on-site visits to companies. This is the illustrated biography of the pioneer of emerging markets.
Table of Contents
Chapter1 The Bald Eagle
Chapter2 Emerging Markets
Chapter3 Lili Marlene
Chapter4 Columbus’ Descendant
Chapter5 A Mouse in Asia
Chapter6 The Doll Business and His Ambition
Chapter7 Fateful Call
Chapter9 Customers and Fund Managers
Chapter10 Russian Roulette
Chapter11 A White Elephant and A Bald Eagle
Chapter12 The Last Frontier
Mark Mobius, Ph.D., Executive Chairman, joined Templeton in 1987 as president of the Templeton Emerging Markets Fund, Inc. In this capacity, he directs the Templeton Global Emerging Markets Equity Group based in Templeton’s 13 global offices and manages emerging markets portfolios. Dr. Mobius has spent more than 40 years working in emerging markets all over the world. Dr. Mobius earned Bachelors and Masters degrees from Boston University and a Ph.D. in Economics and Political Science from the Massachusetts Institute of Technology. He is the author of the books “Trading With China”, “The Investor’s Guide to Emerging Markets”, “Mobius on Emerging Markets”, “Passport to Profits”, “Equities – An Introduction To The Core Concepts and Mutual Funds – An Introduction To The Core Concepts”
”Top 100 Most Powerful and Influential People” in 2006 Asiamoney ”Emerging Markets Equity Manager of the Year 2001” International Money Marketing ”Ten Top Money Managers of the 20th Century” the Carson Group in 1999 ”1994 First in Business Money Manager of the Year” CNBC ”Closed-End Fund Manager of the Year” in 1993 Morningstar ”Investment Trust Manager of the Year 1992” The Sunday Telegraph