Matthews Pacific Tiger Fund

Matthews Pacific Tiger Fund

Matthews Pacific Tiger Fund
Last update 2020-07-31 54 Stocks (8 new)
Value $6.51 Bil Turnover 14 %
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Matthews Pacific Tiger Fund 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.

Matthews Pacific Tiger Fund 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 region’s widely used indices are backward looking and are not representative of the industries and companies that will be successful in the future. We look to invest in companies whose potential has yet to be fully recognized by the market.
 (2) Long-term focus on Asia
We believe a long-term approach is the most effective way to capitalize on Asia’s evolution. Matthews has been investing in Asia since 1991 and we draw on our experience to identify companies that stand to benefit from the growth and development of markets throughout the region.
 (3) Bottom-up research
We employ a fundamental, bottom-up investment process that seeks to identify companies with sustainable long-term growth prospects, strong business models, quality management teams and reasonable valuations. This research process involves more than 2,000 company meetings each year.
 (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.
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Performance of Matthews Pacific Tiger Fund

Year Return % S&P500 % Excess Gain %
2019 10.72 30.58 -19.9
2018 -11.11 -4.57 -6.5
2017 39.96 21.7 18.3
3-Year Cumulative (2017-2019) 37.75 (11.27/Year) 51.65 (14.89/Year) -13.88 (-3.62/Year)
2016 -0.16 12 -12.2
2015 -1.3 1.24 -2.5
5-Year Cumulative (2015-2019) 35.74 (6.30/Year) 71.96 (11.45/Year) -36.20 (-5.13/Year)
2014 11.79 13.46 -1.7
2013 3.63 32.31 -28.7
2012 21 15.99 5
2011 -11.41 1.9 -13.3
2010 22.3 15.05 7.2
10-Year Cumulative (2010-2019) 106.15 (7.50/Year) 251.03 (13.38/Year) -144.88 (-5.88/Year)
2009 75.37 26.35 49
2008 -46.12 -36.79 -9.3
2007 33.66 5.15 28.5
2006 27.22 15.84 11.4
2005 22.51 4.83 17.7
15-Year Cumulative (2005-2019) 305.79 (9.79/Year) 257.98 (8.87/Year) 47.81 (0.92/Year)
2004 23.34 10.7 12.6
2003 60.15 28.18 32
2002 -6.47 -21.58 15.1
2001 7.91 -11.76 19.7
2000 -24 -9.75 -14.2
20-Year Cumulative (2000-2019) 514.83 (9.51/Year) 217.22 (5.94/Year) 297.61 (3.57/Year)
1999 83.01 20.38 62.6
1998 -2.86 28.69 -31.6
1997 -40.89 33.49 -74.4
1996 24.18 22.5 1.7
1995 3.06 38.06 -35

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