Matthews Asia

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Matthews Asia

Matthews International Capital Management, LLC ("Matthews") is an independent, privately owned firm, which is the largest dedicated Asia-only investment specialist in the US, based in San Francisco. At 31 March 2012, Matthews had USD17.8 billion in assets under management. Matthews employs 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. Witan Pacific invests in Matthews' Asia Dividend Strategy, this strategy aims to invest primarily in companies that are paying high dividends relative to their current share price, or are well positioned to do so in the future.

Investment Objective
Total return with an emphasis on providing current income.

Strategy
Aims to provide a level of income that is higher than the yield generally available in Asia equity markets over the long term. It seeks to invest primarily in companies that are paying high dividends relative to their current share price, or are well positioned to do so in the future.

Video
Below is a video interview with Robert Horrocks of Matthews Asia .

This link leads to a short video presentation provided by the investment managers who have been selected to manage the portfolio of Witan Pacific Investment Trust plc setting out brief summaries of their investments philosophies and investment strategies. Investments and or investment strategies mentioned in the presentations may not be suitable or appropriate for all recipients.

It is your responsibility to seek investment advice before making an investment decision. Please review any additional individual risk warnings provided by each manager. This material is a marketing communication issued and approved by Witan Investment Services Limited for informational purposes only and does not constitute a solicitation or a personal recommendation in any jurisdiction.

Any reference to individual securities does not constitute a recommendation to purchase, sell or hold the investment. Opinions expressed are the current opinions of the managers as of the date of appearing in this material. No reliance may be placed for any purpose on the information and opinions contained in the presentations or their accuracy or completeness. No part of this material may be copied, photocopied or duplicated in any form or distributed to any person that is not an employee, officer, director or authorized agent of the recipient, without Witan Investment Services Limited's prior permission.

Please click here to play ▶

This video material is for informational purposes only and does not constitute a solicitation or a personal recommendation in any jurisdiction. Any reference to individual securities does not constitute a recommendation to purchase, sell or hold the investment. No reliance may be placed for any purpose on the information and opinions contained in this document or their accuracy or completeness. No part of this material may be copied, photocopied or duplicated in any form or distributed to any person that is not an employee, officer, director or authorised agent of the recipient, without Witan Investment Services Limited's prior permission.

Manager Profile

Jesper Madsen

Jesper MadsenJesper Madsen is a Portfolio Manager at Matthews International Capital Management, LLC, and manages the firm's Asian Growth and Income, Asia Dividend and China Dividend strategies. Prior to joining Matthews in 2004 as a Research Analyst, Jesper was an Analyst at Charter Equity Research and also worked with the Fixed Income group at Barclays Global Investors.

Yu Zhang

Yu ZhangYu Zhang is a Portfolio Manager at Matthews International Capital Management, LLC and co-manages the firm's Asia Dividend strategy. Prior to joining Matthews in 2007 as a Research Associate, Yu was an Analyst researching Japanese companies at Aperta Asset Management from 2005 to 2007. Before receiving a graduate degree in the U.S., he was an Associate in the Ningbo, China office of Mitsui & Co., a Japanese general trading firm.

Risk Warning

Please remember that past performance is not a guide to future performance. Witan Pacific Investment Trust is an equity investment. The value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuations and you may not get back the amount originally invested.

Witan Pacific invests in emerging markets which may be more volatile than investments made in more developed markets. Some of these markets may have relatively unstable governments, economies based on only a few industries and securities markets that trade only a limited number of securities. Many emerging markets do not have well developed regulatory systems and disclosure standards. Settlement and custody procedures may be less stringent than those of developed markets.

 
 

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