Matthews Pacific TigerMAPTX

Morningstar Rating

Fund Research and Analysis

by Arijit Dutta

Matthews Pacific Tiger is doing an impressive repeat.

It's been quite a challenge to outperform both in last year's brutal sell-off and in the sharp rally of 2009, but this fund is among the rare ones to pull it off. The fund lost 46% in 2008, but that was still one of the best results in the Pacific/Asia ex-Japan category thanks to the portfolio's lesser exposure to the region's especially hard-hit export sector. Read more

Kudos

Has churned out solid long-term returns in its turbulent category.

Better portfolio diversifier than most rivals.

Experienced and talented managers.

Fetching expense ratio. Read more

Risks

Growth bias, taste for smaller caps, and relatively compact portfolio heighten risks of its emerging-Asia focus. Read more

Strategy

The managers focus on firms with robust long-term earnings prospects and moderate valuations. They pay attention to all of emerging Asia, consider companies of all sizes, and are not afraid to run a compact portfolio. Read more

Management

Comanager Richard Gao, who served as a foreign-exchange trader and assistant manager for Bank of China before joining Matthews in 1997, also manages Matthews China. Comanager Sharat Shroff has been with Matthews since 2005. Mark Headley stepped back from lead management responsibilities in January 2008 because of health reasons. Read more

Inside Scoop

This fund's vision is broader than most Pacific/Asia ex-Japan stock funds. Unlike most of its peers, it readily looks beyond the region's biggest markets and companies. Read more

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