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

Institutional Investor

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

Matthews Asia ex Japan Dividend Fund: Can Investing in Asia ex Japan Help Sustain and Diversify Your Equity Income Portfolio?

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

The China Opportunity

Demographics Drive Japan’s Innovation and Growth

Coronavirus: Long-Term Perspective is Key

Asia’s Productivity Boom

South and Southeast Asia: The Investment Landscape

Evaluating Portfolios in Unsettling Times

The Promise of ‘Belt and Road’

Decoding Hong Kong’s Protests

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

New Chapter for Korean Peninsula

Value Emerges in Asia’s Markets as Panic Sets In

Asienfonds

Name
ISIN
Fund Type
Fund Asset Class
Geographic FocusCurrency
Distribution TypeFund Size (USD)Min Investment
Matthews Asia Funds - China Small Companies FundLU0721876877SICAVEquityAsia PacificUS DollarAccumulation298,385100000
Matthews Asia Funds - China Small Companies FundLU0721876364SICAVEquityAsia PacificUS DollarAccumulation298,3851000
Matthews Asia Funds - Asia ex Japan Dividend FundLU1311311432SICAVEquityAsia PacificUS DollarIncome179,924100000
Matthews Asia Funds - Asia ex Japan Dividend FundLU1311311358SICAVEquityAsia PacificUS DollarAccumulation179,924100000
Matthews Asia Funds - Asia ex Japan Dividend FundLU1311310541SICAVEquityAsia PacificUS DollarAccumulation179,9241000
Matthews Asia Funds - Asia ex Japan Dividend FundLU1311310624SICAVEquityAsia PacificUS DollarIncome179,9241000
Matthews Asia Funds - Asia Small CompaniesLU0871674296SICAVEquityAsia PacificUS DollarAccumulation16,629100000
Matthews Asia Funds - Asia Small CompaniesLU0871673728SICAVEquityAsia PacificUS DollarAccumulation16,6291000
Matthews Asia Funds - Asia ex Japan Dividend FundLU1311311606SICAVEquityAsia PacificBritish PoundIncome179,92450000
Matthews Asia Funds - Asia ex Japan Dividend FundLU1311311515SICAVEquityAsia PacificBritish PoundAccumulation179,92450000
Matthews Asia Funds - Asia Small CompaniesLU0871674379SICAVEquityAsia PacificBritish PoundAccumulation16,62950000
Matthews Asia Funds - China FundLU0594556135Open-End FundEquityChinaBritish PoundAccumulation119,38950000
Matthews Asia Funds - China FundLU0594555913Open-End FundEquityChinaBritish PoundAccumulation119,389500
Matthews Asia Funds - Japan FundLU1220257486SICAVEquityJapanBritish PoundAccumulation147,12350000
Matthews Asia Funds - Asia Dividend FundLU0594556721Open-End FundEquityJapanBritish PoundIncome202,29450000
Matthews Asia Funds - Asia Dividend FundLU0594556648Open-End FundEquityJapanBritish PoundAccumulation202,29450000
Matthews Asia Funds - Asia Dividend FundLU0594556481Open-End FundEquityJapanBritish PoundIncome202,294500
Matthews Asia Funds - Asia Dividend FundLU0594556309Open-End FundEquityJapanBritish PoundAccumulation202,294500
Matthews Asia Funds - China Dividend FundLU0871673488SICAVEquityAsia PacificUS DollarAccumulation17,734100000
Matthews Asia Funds - China Dividend FundLU0875301086SICAVEquityAsia PacificUS DollarIncome17,734100000
Matthews Asia Funds - China Dividend FundLU0875300609SICAVEquityAsia PacificUS DollarIncome17,7341000
Matthews Asia Funds - China Dividend FundLU0871673132SICAVEquityAsia PacificUS DollarAccumulation17,7341000
Matthews Asia Funds - Asia ex Japan Dividend FundLU1311311788SICAVEquityAsia PacificEuroAccumulation179,924100000
Matthews Asia Funds - China FundLU0491817440Open-End FundEquityChinaUS DollarAccumulation119,389100000
Matthews Asia Funds - China FundLU0491816806Open-End FundEquityChinaUS DollarAccumulation119,3891000
Matthews Asia Funds - Japan FundLU1220257130SICAVEquityJapanUS DollarAccumulation147,123100000
Matthews Asia Funds - Japan FundLU1220257304SICAVEquityJapanUS DollarAccumulation147,1231000
Matthews Asia Funds - Asia Dividend FundLU0491818331Open-End FundEquityJapanUS DollarAccumulation202,294100000
Matthews Asia Funds - Asia Dividend FundLU0491818414Open-End FundEquityJapanUS DollarIncome202,294100000
Matthews Asia Funds - Asia Dividend FundLU0491818091Open-End FundEquityJapanUS DollarIncome202,2941000
Matthews Asia Funds - Asia Dividend FundLU0491817952Open-End FundEquityJapanUS DollarAccumulation202,2941000
Matthews Asia Funds - Japan FundLU1525503915SICAVEquityJapanUS DollarAccumulation147,123100000
Matthews Asia Funds - Asia ex Japan Dividend FundLU1311310897SICAVEquityAsia PacificBritish PoundAccumulation179,924500
Matthews Asia Funds - Asia ex Japan Dividend FundLU1311310970SICAVEquityAsia PacificBritish PoundIncome179,924500
Matthews Asia Funds - China Small Companies FundLU2075925870SICAVEquityAsia PacificBritish PoundAccumulation298,38550000