appreciation and income: Federated Strategic Value (SVAIX) 42% Henderson European Focus (HFEIX) 24% BlackRock Latin America (MALTX) 17% Matthews China Dividend (MICDX) 17% What do you guys think? www.wallstreetutopia.com
45 , if M* is to be believed. But, these stocks may offer value relative to sovereign debt, cash, or speculative paper. MCDFX offers potential gains with exposure to the China growth story. Its PEG is more attractive at 0.98 , but there's more exposure
Madsen is the lead manager on Matthews Asia Dividend and Matthews China Dividend as well as the co-lead manager here, so he has a ..... serves as the lead manager of Matthews Asia Dividend and Matthews China Dividend . They work with one of the biggest and best teams of
Portfolio Manager, Matthews Asian Growth and Income Strategy Richard Gao , Portfolio Manager, Matthews China, Matthews China Dividend , Matthews Pacific Tiger and Matthews China Small Companies Strategies Henry Zhang , CFA, Portfolio Manager
m with Jesper Madsen, who is with Matthews International Capital Management. He's the co-manager on Matthews China Dividend , Matthews Asia Dividend, as well as Matthews Asian Growth & Income. Jesper, we talked earlier about this
that looks beyond the popular growth story. That method is revealed in the name of the fund he manages: Matthews China Dividend MCDFX . For most investors, dividends don't typically come to mind as a key reason to invest in China, or elsewhere
strategy • Jesper Madsen, CFA Portfolio Manager, Matthews Asia Growth and Income, Matthews Asia Dividend and Matthews China Dividend strategies • Sharat Shroff, CFA Portfolio Manager, Matthews Asia Growth, Matthews Pacific Tiger and Matthews India
the very long haul. Such investors will find that only a very few of the newer funds have clear merit. Matthews China Dividend MCDFX , which opened in late 2009, is one of this select set. Matthews is an all-Asia boutique that has an
bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} VWIGX 13% VHDYX 13% FAIRX 12% PRLAX 7% FSDPX 6% OAKIX 6% MAPTX 6% PRNEX 5% MCDFX 4% MSMLX 4% MACSX 4% RIVFX 4% MCHFX 4% WAGOX 3% WAAEX 3%
Investing Implications Buy Chinese domestic growth, including dividend-producing shares of selected companies. I like MCDFX and MSMLX. Many Chinese shares have recently become cheaper - and may become cheaper still. Competive European, Japanese