Matthews Asia
Unternehmensprofil
Matthews Asia is the largest dedicated Asia investment specialist in the United States with US$24.2 billion in assets under management (as of February 29, 2020). Since its founding in 1991, Matthews Asia has concentrated its efforts and expertise on Asia. Matthews Asia applies a high conviction, bottom-up, fundamental investment philosophy, with a focus on long-term investment performance. Outside the U.S., Matthew Asia offers eleven UCITS funds through a Luxembourg SICAV.
Fakten
| Gegründet (Jahr) | 1991 |
| Firmenzentrale In | USA |
| Gesellschafter | privat, also employees |
| CEO | William J. Hackett |
| CIO | Yu-Ming Wand (President and Global CIO); Robert J. Horrocks, PhD (also Portfolio Manager) |
| Standort(e) des Portfoliomanagements | USA |
| Standorte, Niederlassungen in | Hong Kong, London, Singapore |
| Fondsvolumen gesamt | US$24.2 billion (as of February 29, 2020) |
| Fondsmanager Kategorie | Investment boutique |
TOP 3 INVESTMENTSTRATEGIEN
Similarities across all strategies:
Fundamental research, bottom-up, benchmark agnostic (high active share), long-term (low turn-over ratio)
- Fixed income funds
- Equity funds with a balanced dividend strategy, all cap
- Equity funds with an all-cap/ small-cap, quality growth approach
WEITERFÜHRENDE INHALTE
Market Comments Matthews Asia
A Year of Living Less Dangerously
South and Southeast Asia: The Investment Landscape
Evaluating Portfolios in Unsettling Times
The Promise of ‘Belt and Road’
China’s “Currency Manipulation”—A Sign of Panic or a Cunning Plan?
Trade War Won’t Stop Asia’s Growth
Has Trump Re-set U.S.-China Relations?
What China’s Greater Openness Means for Investors
Asia’s Election Results May Boost Investor Confidence
Health Care’s Rich, Diverse Landscape
Indonesia’s Election Outcome Removes Overhang for Equities
Our Latest Views on the U.S.-China Trade Dispute
Impact on South and Southeast Asia If Trade Dispute Further Escalates
Total Return Shines Late Cycle
Asia in a Rising Interest Rate Environment
Asia: Riding a Wave of Innovation
ASEAN: Finding Growth in a Slowing Global Economy
What’s Driving the Downturn in Asia’s Markets?
Asia’s Stock Valuations Open Opportunities
Spotlight on Malaysia and Singapore
Asia in a Rising Interest Rate Environment
An Asia Investor’s Perspective on the Singapore Summit
Asienfonds
| ISIN | Name | Investment Type | Investment Category | Company Name | Base Currency | Distribution Type | Total Return YTD | Total Return 1Y | Total Return 3Y | Total Return 5Y |
|---|---|---|---|---|---|---|---|---|---|---|
| LU1061982689 | Matthews Asia Fds Asia Strat Inc A$ Acc | Open-End Fund | Asia High Yield Bond | Matthews | US Dollar | Acc | 5,21 | 0,89 | 4,58 | -N/A |
| LU0594555590 | Matthews Asia Funds Pacific Tiger A GBP | Open-End Fund | Asia ex Japan Equity | Matthews | Pound Sterling | Acc | 3,08 | -1,76 | 12,78 | 10,67 |
| LU0491815824 | Matthews Asia Funds Pacific Tiger A USD | Open-End Fund | Asia ex Japan Equity | Matthews | US Dollar | Acc | 1,20 | -7,49 | 7,11 | 4,48 |
| LU0871673728 | Matthews Asia Funds Asia Small Co A USD | Open-End Fund | Asia ex-Japan Small/Mid-Cap Equity | Matthews | US Dollar | Acc | 6,37 | -14,53 | 5,71 | 1,02 |
| LU1061980048 | Matthews Asia Funds Asia Focus A USD Acc | Open-End Fund | Asia ex Japan Equity | Matthews | US Dollar | Acc | 8,02 | -7,78 | 6,68 | 1,51 |
| LU0594556309 | Matthews Asia Funds Asia Dividend A GBP | Open-End Fund | Asia-Pacific inc. Japan Equity | Matthews | Pound Sterling | Acc | 1,94 | -7,88 | 10,54 | 9,70 |
| LU0491817952 | Matthews Asia Funds Asia Dividend A USD | Open-End Fund | Asia-Pacific inc. Japan Equity | Matthews | US Dollar | Acc | 0,06 | -13,28 | 4,98 | 3,53 |
| LU1311310541 | Matthews Asia Fds As Ex Jp Div A USD Acc | Open-End Fund | Asia ex Japan Equity | Matthews | US Dollar | Acc | 5,96 | -7,28 | 12,05 | -N/A |
| LU0594555913 | Matthews Asia Funds China A GBP | Open-End Fund | China Equity | Matthews | Pound Sterling | Acc | 12,95 | -13,37 | 20,90 | 12,80 |
| LU0491816806 | Matthews Asia Funds China A USD | Open-End Fund | China Equity | Matthews | US Dollar | Acc | 10,76 | -18,49 | 14,91 | 6,53 |
| LU0721876364 | Matthews Asia Funds China Sm Coms A Acc | Open-End Fund | China Equity | Matthews | US Dollar | Acc | 8,53 | -21,89 | 11,34 | 6,12 |
| LU0871673132 | Matthews Asia Funds China Div A USD Acc | Open-End Fund | China Equity | Matthews | US Dollar | Acc | 7,77 | -9,69 | 12,05 | 9,15 |
| LU0594557455 | Matthews Asia Funds India A GBP | Open-End Fund | Asia ex Japan Equity - Currency Hedged | Matthews | Pound Sterling | Acc | 5,80 | 0,31 | 13,59 | 14,21 |
| LU0594557299 | Matthews Asia Funds India A USD | Open-End Fund | India Equity | Matthews | US Dollar | Acc | 3,80 | -5,60 | 7,93 | 7,82 |
| LU1220257304 | Matthews Asia Funds Japan A USD Acc | Open-End Fund | Japan Flex-Cap Equity | Matthews | US Dollar | Acc | 8,23 | -16,31 | 3,02 | -N/A |
