Matthews Asia
Unternehmensprofil
Matthews Asia ist der größte spezialisierte Anbieter für asiatische Investments in den USA mit einem verwalteten Vermögen von 31,3 Mrd. US-Dollar (Stand: 31. Mai 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 | 31,3 Mrd. US-Dollar (Stand: 31. Mai 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
WEITERFÜHRENDE INHALTE
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
Dividend Investing in a Rising Rate Environment
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
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
Smaller Families, Bigger Budgets
Dividend Growth Opportunities in Asia ex Japan
China’s Investment in Developing Economies
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
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
New Chapter for Korean Peninsula
Value Emerges in Asia’s Markets as Panic Sets In
China’s Macro Prospects: Five Key Questions
Is This the Real Life? Is This Just Fantasy?
Why China? A Macro Perspective
Biden & China: Building Back Better?
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?
Ihre Ansprechpartner bei Matthews Asia
Georg Redlbacher
Managing Partner, MBMs S.A.
Telefon: +49 6173 394 7997
Mobil: +49 172 691 2548
Email: [email protected]
Alexandra von Kalnein
Geschäftsführerin Natango GmbH
Telefon: +49 69 348 7924 24
Email: [email protected]
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 - 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 | LU1525504053 | SICAV | Equity | Japan | Euro | Accumulation | 147,123 | 100000 |
| 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 | LU0491818174 | Open-End Fund | Equity | Japan | Euro | Accumulation | 202,294 | 100000 |
| 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 |
