Matthews promoted Elli Lee to co-lead manager from comanager of Matthews Korea on April 28, and it promoted Sojung Park to comanager from analyst. Lee and Park have good credentials for their new positions. Lee became a comanager on this strategy in April 2019 after working as an analyst on it and Matthews Pacific Tiger MAPTX for a few years. She has 19 years of investment experience and is fluent in Korean. Park has worked as an analyst on this strategy and Matthews Asia Innovators MATFX since she joined the firm in 2016. She has 10 years of investment experience and is fluent in Korean.
Will MAKOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MAKOX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MAKOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MAKOX’s parent organization’s priorities and whether they’re in line with investors’ interests.