Unternehmensprofil

Matthews Asia ist der größte spezialisierte Anbieter für asiatische Investments in den USA mit einem verwalteten Vermögen von 28,7 Mrd. US-Dollar (Stand: 30. September 2021). Seit Gründung 1991 hat sich das Unternehmen auf Anlagen in Asien spezialisiert. Matthews Asia verfolgt einen fundamental getriebenen Bottom-up-Investmentstil, der auf langfristige Performance zielt. Außerhalb der USA bietet Matthew Asia zwölf SICAV-Fonds an.

Fakten

Gegründet (Jahr) 1991
Firmenzentrale In USA
Gesellschafter Privat, auch von Angestellten
CEO William J. Hackett
CIO Robert J. Horrocks, PhD (also Portfolio Manager)
Standort(e) des Portfoliomanagements USA
Standorte, Niederlassungen in Hongkong, London, Singapur
Fondsvolumen gesamt 28,7 Mrd. US-Dollar (Stand: 30. September 2021)
Fondsmanager Kategorie Investmentboutique

TOP 3 INVESTMENTSTRATEGIEN

Gemeinsamkeiten über alle Strategien:
Fundamental research, bottom-up, benchmark agnostic (high active share), langfristig (low turn-over ratio)

  • Rentenfonds
  • Aktienfonds mit einer ausgewogenen Dividendenstrategie, all cap
  • Aktienfonds mit einem all-cap/ small-cap, Quality Growth Ansatz

Institutional Investor

WEITERFÜHRENDE INHALTE

China, Climate and COP26

Third Quarter 2021 CIO Review and Outlook

Evergrande—Too Big to Fail?

What’s on the Horizon for India’s Markets?

Japan Elections and Market Update

China’s Regulatory Announcements Part III

China’s Regulatory Announcements Part II

China’s Regulatory Announcements Part I

Optimizing International Allocations with Asia

Understanding the Regulatory Announcements in China

China Small Companies Review

Dividend Investing in a Rising Rate Environment

Will Growth Overcome Value?

Emerging Markets Equities Poised for Strong Earnings Rebound

Catalysts that May Propel Asia’s Growth Stocks

The Outlook for Asian Markets, Inflation and Market Rotation

Asia’s Innovative Growth Companies Take Center Stage

Global Recovery May be Favorable for Japanese Equities

Testimony of Teresa Kong to the U.S.-China Economic and Security Review Commission Hearing

AsiaNow: The Innovation Issue

Five Years of Capturing Asia’s Growth

Asia’s Corporate Earnings May Surprise

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

India Tilts Towards Earnings Recovery

Japan’s Markets Today

Smaller Families, Bigger Budgets

Dividend Growth Opportunities in Asia ex Japan

E-commerce Sizzles

ESG’s Early Adopters

The Resilience of Cities

China’s Investment in Developing Economies

Q&A with Teresa Kong, Portfolio Manager: China’s Inclusion into the FTSE Russell World Government Bond Index

Innovation in Action: Five Questions for Michael Oh, CFA, Portfolio Manager, Matthews Asia

Matthews Pacific Tiger Strategy Fall Outlook: Entrepreneurial Companies Capture Growth in Asia

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

 

Ihre Ansprechpartner bei Matthews Asia

Matthews Asia RedlbacherGeorg Redlbacher
Managing Partner, MBMs S.A.
Telefon: +49 6173 394 7997
Mobil: +49 172 691 2548
Email: [email protected]

 

 

Alexandra von Kalnein, NatangoAlexandra von Kalnein
Geschäftsführerin Natango GmbH
Telefon: +49 69 348 7924 24
Email: [email protected]

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 - 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 FundLU1525504053SICAVEquityJapanEuroAccumulation147,123100000
Matthews Asia Funds - Japan FundLU1220257130SICAVEquityJapanUS DollarAccumulation147,123100000
Matthews Asia Funds - Japan FundLU1220257304SICAVEquityJapanUS DollarAccumulation147,1231000
Matthews Asia Funds - Asia Dividend FundLU0491818174Open-End FundEquityJapanEuroAccumulation202,294100000
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