Matthews Pacific Tiger Fund

Matthews Pacific Tiger Fund

Last Update: 2014-01-31
Related: Matthews Japan Fund

Number of Stocks: 63
Number of New Stocks: 1

Total Value: $7,310 Mil
Q/Q Turnover: 3%

Countries: USA KOR IND HKG TWN SGP MYS CHE THA PHL CHN
Details: Top Buys | Top Sales | Top Holdings  Embed:

Matthews Pacific Tiger Fund' s Profile & Performance

Profile

The fund seeks long-term capital appreciation by investing at least 80% of its total net assets, which include borrowings for investment purposes, in the common and preferred stocks of companies located in Asia Ex Japan. The Fund seeks to invest in companies capable of sustainable growth based on the fundamental characteristics of those companies, including balance sheet information; number of employees; size and stability of cash flow; management’s depth, adaptability and integrity; product lines; marketing strategies; corporate governance; and financial health.

Web Page:http://matthewsasia.com/our-funds/f-5/matthews-pacific-tiger-fund/overview.fs

Investing Philosophy

Matthews employs a bottom-up, fundamental investment philosophy with a focus on long-term investment performance.
(1) Active management
“We believe many of the regions’ widely used equity indices are backward looking and are not representative of the industries and companies that will be successful in the future. With respect to the region’s debt indices, we believe they are representative of the most indebted countries as opposed to the most creditworthy.”
(2) Long-term focus on Asia
“We believe a long-term approach is the most effective way to capitalize on Asia’s evolution.”
(3) Bottom-up research
“We employ a fundamental, bottom-up investment process. For equities, we seek to identify companies with sustainable long-term growth prospects, strong business models, quality management teams and reasonable valuations.”
(4) Defining Asia investment strategies
“We strive to provide investors a range of Asia strategies across the risk-reward spectrum and launch new strategies when there are compelling investment opportunities in the region.”

Historical Allocation of Stock, Bonds, Cash

Total Holding History

Performance of Matthews Pacific Tiger Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
20133.6331.55-27.9
20122115.45.6
2011-11.412.08-13.5
3-Year Cumulative11.1 (3.6%/year)55 (15.7%/year)-43.9 (-12.1%/year)
201022.315.067.2
200975.3726.4648.9
5-Year Cumulative138.3 (19%/year)125.5 (17.7%/year)12.8 (1.3%/year)
2008-46.12-37-9.1
200733.665.6128.0
200627.2215.7911.4
200522.514.9117.6
200423.341211.3
10-Year Cumulative229.8 (12.7%/year)104.1 (7.4%/year)125.7 (5.3%/year)
200360.1528.731.5
2002-6.47-22.115.6
20017.91-11.919.8
2000-24-9.1-14.9
199983.012162.0
15-Year Cumulative641.5 (14.3%/year)98.3 (4.7%/year)543.2 (9.6%/year)
1998-2.8628.6-31.5
1997-40.8933.4-74.3
199624.18231.2
19953.0637.6-34.5

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Commentaries and Stories

  • Currently 2.50/5

Rating: 2.5/5 (2 votes)

Matthews Pacific Tiger Fund Fourth Quarter Commentary
For the year ending December 31, 2013, the Matthews Pacific Tiger Fund (Trades, Portfolio) returned 3.63% while its benchmark, the MSCI All Country Asia ex Japan Index, returned 3.34%. For the fourth quarter of the year, the Fund returned 3.04% versus 3.42% for the Index. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Matthews Pacific Tiger Fund Third Quarter Commentary
For the quarter ending September 30, 2013, the Matthews Pacific Tiger Fund returned 2.33% while its benchmark, the MSCI All Country Asia ex Japan Index, was up 5.86%. More...

  • Currently 2.00/5

Rating: 2.0/5 (2 votes)

Weekly Guru Bargains Highlights: SCCO, IBN, 03323, 02318, LFC
According to GuruFocus updates, these stocks have declined the most since Gurus have bought. More...

  • Currently 2.27/5

Rating: 2.3/5 (22 votes)

Nine Global Funds We Are Going to Add: Asian and Australian Market
After adding Six Global Funds for GuruFocus Global Membership, we are now adding nine more global funds which are managed by some of the best US fund managers. Now as we expand our coverage into global markets, looking into the portfolios of these investors is great way to find best investment ideas in global markets. More...

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