Matthews Asia
Unternehmensprofil
Matthews Asia is the largest dedicated Asia investment specialist in the United States with US$26.5 billion in assets under management (as of November 30, 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 | Robert J. Horrocks, PhD (also Portfolio Manager) |
| Standort(e) des Portfoliomanagements | USA |
| Standorte, Niederlassungen in | Hong Kong, London, Singapore |
| Fondsvolumen gesamt | US$26.5 billion (as of November 30, 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
Measuring Intangibles for Asia’s Growth Companies
2020: A COVID Quarantine Odyssey
Japan Election and Macro Update
Asia’s Information Technology Leap
A Closer Look at China’s Economic Resilience
India Update: COVID-19 Response and Economic Outlook
A View of China Real Estate with 2020 Lens
U.S. and China: A World of Two Asset Classes?
Matthews Asia ex Japan Dividend Fund: Dealing with Volatility
Matthews Asia COVID-19 Response
Demographics Drive Japan’s Innovation and Growth
Coronavirus: Long-Term Perspective is Key
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
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
Finding Growth and Attractive Valuations in Japan’s Equity Markets
When Risk-Free is Risky, Asia May Provide a Bright Spot for Fixed Income Investors
As Markets Rebound, Dividend Stocks Capture Gains While Buffering Volatility
China’s Post-COVID Recovery Continues
China Is Bouncing Back, but Can We Trust Its Numbers?
Federal Employees May Lose Option to Invest in China
A Year of Living Less Dangerously
A Disappointing Deal, and a Healthy Economy
China’s “Currency Manipulation”—A Sign of Panic or a Cunning Plan?
Has Trump Re-set U.S.-China Relations?
Asienfonds
| Name | ISIN | Fund Type | Fund Asset Class | Geographic Focus | Currency | Distribution Type | Fund Size (USD) | Min Investment |
|---|---|---|---|---|---|---|---|---|
| Matthews Asia Funds - China Small Companies Fund | LU0721876877 | SICAV | Equity | Asia Pacific | US Dollar | Accumulation | 298,385 | 100000 |
| Matthews Asia Funds - China Small Companies Fund | LU0721876364 | SICAV | Equity | Asia Pacific | US Dollar | Accumulation | 298,385 | 1000 |
| Matthews Asia Funds - Asia ex Japan Dividend Fund | LU1311311432 | SICAV | Equity | Asia Pacific | US Dollar | Income | 179,924 | 100000 |
| Matthews Asia Funds - Asia ex Japan Dividend Fund | LU1311311358 | SICAV | Equity | Asia Pacific | US Dollar | Accumulation | 179,924 | 100000 |
| Matthews Asia Funds - Asia ex Japan Dividend Fund | LU1311310541 | SICAV | Equity | Asia Pacific | US Dollar | Accumulation | 179,924 | 1000 |
| Matthews Asia Funds - Asia ex Japan Dividend Fund | LU1311310624 | SICAV | Equity | Asia Pacific | US Dollar | Income | 179,924 | 1000 |
| Matthews Asia Funds - Asia Small Companies | LU0871674296 | SICAV | Equity | Asia Pacific | US Dollar | Accumulation | 16,629 | 100000 |
| Matthews Asia Funds - Asia Small Companies | LU0871673728 | SICAV | Equity | Asia Pacific | US Dollar | Accumulation | 16,629 | 1000 |
| Matthews Asia Funds - Asia ex Japan Dividend Fund | LU1311311606 | SICAV | Equity | Asia Pacific | British Pound | Income | 179,924 | 50000 |
| Matthews Asia Funds - Asia ex Japan Dividend Fund | LU1311311515 | SICAV | Equity | Asia Pacific | British Pound | Accumulation | 179,924 | 50000 |
| Matthews Asia Funds - Asia Small Companies | LU0871674379 | SICAV | Equity | Asia Pacific | British Pound | Accumulation | 16,629 | 50000 |
| Matthews Asia Funds - China Fund | LU0594556135 | Open-End Fund | Equity | China | British Pound | Accumulation | 119,389 | 50000 |
| Matthews Asia Funds - China Fund | LU0594555913 | Open-End Fund | Equity | China | British Pound | Accumulation | 119,389 | 500 |
| Matthews Asia Funds - Japan Fund | LU1220257486 | SICAV | Equity | Japan | British Pound | Accumulation | 147,123 | 50000 |
| Matthews Asia Funds - Asia Dividend Fund | LU0594556721 | Open-End Fund | Equity | Japan | British Pound | Income | 202,294 | 50000 |
| Matthews Asia Funds - Asia Dividend Fund | LU0594556648 | Open-End Fund | Equity | Japan | British Pound | Accumulation | 202,294 | 50000 |
| Matthews Asia Funds - Asia Dividend Fund | LU0594556481 | Open-End Fund | Equity | Japan | British Pound | Income | 202,294 | 500 |
| Matthews Asia Funds - Asia Dividend Fund | LU0594556309 | Open-End Fund | Equity | Japan | British Pound | Accumulation | 202,294 | 500 |
| Matthews Asia Funds - China Dividend Fund | LU0871673488 | SICAV | Equity | Asia Pacific | US Dollar | Accumulation | 17,734 | 100000 |
| Matthews Asia Funds - China Dividend Fund | LU0875301086 | SICAV | Equity | Asia Pacific | US Dollar | Income | 17,734 | 100000 |
| Matthews Asia Funds - China Dividend Fund | LU0875300609 | SICAV | Equity | Asia Pacific | US Dollar | Income | 17,734 | 1000 |
| Matthews Asia Funds - China Dividend Fund | LU0871673132 | SICAV | Equity | Asia Pacific | US Dollar | Accumulation | 17,734 | 1000 |
| Matthews Asia Funds - Asia ex Japan Dividend Fund | LU1311311788 | SICAV | Equity | Asia Pacific | Euro | Accumulation | 179,924 | 100000 |
| Matthews Asia Funds - China Fund | LU0491817440 | Open-End Fund | Equity | China | US Dollar | Accumulation | 119,389 | 100000 |
| Matthews Asia Funds - China Fund | LU0491816806 | Open-End Fund | Equity | China | US Dollar | Accumulation | 119,389 | 1000 |
| Matthews Asia Funds - Japan Fund | LU1220257130 | SICAV | Equity | Japan | US Dollar | Accumulation | 147,123 | 100000 |
| Matthews Asia Funds - Japan Fund | LU1220257304 | SICAV | Equity | Japan | US Dollar | Accumulation | 147,123 | 1000 |
| Matthews Asia Funds - Asia Dividend Fund | LU0491818331 | Open-End Fund | Equity | Japan | US Dollar | Accumulation | 202,294 | 100000 |
| Matthews Asia Funds - Asia Dividend Fund | LU0491818414 | Open-End Fund | Equity | Japan | US Dollar | Income | 202,294 | 100000 |
| Matthews Asia Funds - Asia Dividend Fund | LU0491818091 | Open-End Fund | Equity | Japan | US Dollar | Income | 202,294 | 1000 |
| Matthews Asia Funds - Asia Dividend Fund | LU0491817952 | Open-End Fund | Equity | Japan | US Dollar | Accumulation | 202,294 | 1000 |
| Matthews Asia Funds - Japan Fund | LU1525503915 | SICAV | Equity | Japan | US Dollar | Accumulation | 147,123 | 100000 |
| Matthews Asia Funds - Asia ex Japan Dividend Fund | LU1311310897 | SICAV | Equity | Asia Pacific | British Pound | Accumulation | 179,924 | 500 |
| Matthews Asia Funds - Asia ex Japan Dividend Fund | LU1311310970 | SICAV | Equity | Asia Pacific | British Pound | Income | 179,924 | 500 |
| Matthews Asia Funds - China Small Companies Fund | LU2075925870 | SICAV | Equity | Asia Pacific | British Pound | Accumulation | 298,385 | 50000 |
