Unternehmensprofil

Matthews Asia is the largest dedicated Asia investment specialist in the United States with US$31.3 bn in assets under management (as of May 31, 2021). 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 twelve 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$31.3 billion (as of May 31, 2021)
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