Matthews has suffered another year of elevated team turnover, and while there were several experienced hires, team stability remains a watchpoint. Since taking over Matthews Asia Dividend in March 2025, managers Sojung Park and Sean Taylor have aligned the portfolio more consistently with its income-focused mandate, but their dividend approach remains early in execution. We maintain the People and Process ratings at Average.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MAPIX’s performance objective and investment process is for both security selection and portfolio construction.
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