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Our Investment Solutions

Actively managed Asia equity and fixed income strategies across geographies, investment styles and capitalizations.

Investment Team at a Glance
30+

YEARS INVESTING IN ASIA

30+

INVESTMENT PROFESSIONALS

19

AVERAGE YEARS INVESTING EXPERIENCE

8.4

BILLION IN AUM

(as of 3/31/2024)

Matthews Asia investment strategies

To capitalize on Asia’s economic evolution, you need innovative Asia equity and fixed income solutions across the risk-reward spectrum that meet your specific investment objectives. With Matthews Asia, you gain access to a team of experts conducting in-depth, on-the ground fundamental research to identify the most compelling opportunities fora range of institutional-quality investment strategies while aiming to minimize downside risk. This is how we built our successful 30 year track record in Asia—of one of the world’s fastest-growing regions in the world.

Our strategies encompass global emerging markets to pan-regional and single country solutions that provide diverse exposure across sectors, themes and market capitalization. We offer growth and income-oriented strategies, as well as dedicated Asia ESG and frontier Asia strategies to capitalize on some of the most promising long-term opportunities we see in the region.

Investment Team
Key Characteristics
  • Fundamental research with on-the-ground due diligence of companies, supply chains, vendors and competitors
  • Culture of collaboration to leverage the intellectual capital of the investment team while at the same time, each strategy’s Lead Manager has clear accountability to our clients for performance of portfolios
  • Comprehensive risk management is a key part of our investment process
  • High conviction, low turnover portfolios that invest for the long term

 

Matthews History
Capabilities

Our capabilities include the following Asian investment strategies:

  • Global Emerging Markets
  • Regional Asia
  • Asia ESG
  • Single Country

Common to all our strategies is an investment team culture that actively promotes collaboration and the sharing of ideas. This leverages the collective intellectual capital of the team for the benefit of our clients’ portfolios.

Tokyo - Shinjuku
Global Emerging Markets

We offer a global emerging market equity strategy that provides investors with exposure to Asia—the largest and most dynamic part of the emerging markets.

  • Core, quality-growth emerging markets equity strategy that aims to provide alpha in global emerging markets by focusing on companies that generally can serve the growing needs of domestic consumers within their market
  • All-Cap, company-first approach emphasizes fundamental research over top-down country or sector allocation

 

Matthews History
Regional Asia

We offer a comprehensive range of core regional investment solutions that encompass different investment styles to gain a dedicated exposure to Asia and be used to complement a current asset allocation program. In addition to bespoke strategies that can be tailored to meet an investors risk and return objectives, our regional capabilities include:

  • All-cap growth strategies that aim to deliver consistent long-term growth without taking undue risk by investing in quality companies that can deliver above-average growth over multiple cycles
  • High conviction all-cap growth strategies that provide exposure to innovative Asian companies
  • Strategies designed to deliver long-term growth by investing in companies in Asia’s smaller but more rapidly developing economies, including frontier markets
  • All-cap dividend strategies that seek diversified sources of current income and long-term growth
  • All-cap growth and income strategy that aims to provide investors with a relatively stable means of participating in Asia’s growth prospects, while aiming to provide some downside protection by investing in equity securities as well as convertible bonds and dividend-paying equities
  • Regional small-cap growth strategy that aims to generate attractive returns by investing in a portfolio of entrepreneurial small companies in high growth industries
Investment Team
Asia ESG

We offer a dedicated Asia ESG strategy that aims to deliver long-term growth by investing in businesses that generate sustainable cash flow growth while demonstrating good or improving corporate governance and also a positive environmental and social impact.

  • Unconstrained strategy focused on companies that make a positive environmental, social and economic impact in Asia ex Japan
  • Deep bottom-up fundamental approach with bias toward mid- and small-capitalization companies whose ESG qualities are less appreciated
Matthews History
Single Country

Single country strategies provide dedicated exposure that typically complements a core regional strategy. These include:

  • Core China all-cap strategy that aims to deliver long-term growth by investing in high-quality companies with competitive and sustainable business models
  • China all-cap dividend strategy that aims to deliver long-term total return
  • China small companies strategy that seeks to invest in entrepreneurial small companies capable of delivering strong secular growth
  • India all-cap strategy that aims to deliver long-term growth by investing in Indian companies that are capable of sustainable, organic growth
  • Japan all-cap strategy that aims to deliver higher return on equity than the broader market by investing in growth companies that are positioned to benefit in domestic, regional and global markets
  • Korea all-cap strategy that aims to deliver long-term growth by investing in growth companiesthat are positioned to benefit from domestic and regional growth
Investment Team

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(415) 954-4532
Monday–Friday between 8 a.m.–6 p.m. PST

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