Mark Mobius investment strategy: Checklist: Mark Mobius on 5 factors he looks for while buying stocks
Mark Mobius, of Mobius EM Opportunities Fund, says there are many things he looks at, but the main criteria to begin with would be return on capital, return on assets, debt to equity, and earnings growth. Those four factors are most critical. At the end of the day, you need liquidity. So, the fifth item would be the daily turnover of at least one or two million US dollars a day.
Have you increased the number of stocks which you had in your portfolio say in September end versus October end? You had about 11 stocks? Have you made that 13 or have you added more to those 11 stocks?
Mark Mobius: No, they have been about the same, no real addition. There have been adjustments here and there, but no real addition.
You do have exposure to Indian…
