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Arisaig Asia Fund's investment thesis on Mobile World Investment ($MWG.HM) — Q1 2026 | Buyside Digest

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$MWG.HMNASDAQMobile World Investment

BULL

Arisaig Asia Fund—MWG.HM

Fund Letter

Q1 2026

Published March 31, 2026

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Price pending

—

—Pitched

Pending market quote

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

This multi-format Vietnamese retailer is experiencing rapid earnings acceleration as both its grocery and consumer electronics chains scale up. Store-level productivity gains...

— Lindsay

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