Matthews Pacific Tiger Fund

Matthews Pacific Tiger Fund

Last Update: 2014-10-31
Related: Matthews Japan Fund

Number of Stocks: 66
Number of New Stocks: 2

Total Value: $8,030 Mil
Q/Q Turnover: 3%

Countries: USA IND THA TWN HKG VNM KOR IDN SGP MYS PHL CHE
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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October 2014 More...

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Matthews Pacific Tiger Fund Q3 2014 Commentary
For the quarter ending September 30, 2014, the Matthews Pacific Tiger Fund (Trades, Portfolio) returned 2.39%, outperforming its benchmark, the MSCI All Country Asia ex Japan Index, which fell -1.54%. More...

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China Resources Enterprise (HKSE:00291), a conglomerate that focuses partly on retailing food processing and distribution, was among the biggest detractors. The company’s efforts to increase scale through some strategic acquisitions may depress its near-term profitability and return on capital metrics. We continue to believe that the execution risk stemming from integration of some acquired supermarkets and hypermarkets remains manageable. However, the firm may still be challenged by the trend of shoppers increasingly turning to online platforms. More...

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Matthews Pacific Tiger Fund Third Quarter Commentary
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