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Matthews Pacific Tiger Investor MAPTX

Analyst rating as of
NAV / 1-Day Return
34.83  /  1.81 %
Total Assets
9.2 Bil
Adj. Expense Ratio
1.060%
Expense Ratio
1.060%
Fee Level
Below Average
Longest Manager Tenure
13.37 years
Category
Pacific/Asia ex-Japan Stk
Investment Style
Large Growth
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.22%
Turnover
38%
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Morningstar’s Analysis

Will MAPTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The Management Team at Matthews Pacific Tiger Remains Strong After a Sensible Promotion

Senior Analyst

Analyst Note

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Inbok Song was promoted from comanager to co-lead manager on Matthews Pacific Tiger on April 30, 2021. This makes sense. Song spent roughly 5.5 years as an analyst at Matthews and 1.5 years as a comanager on this strategy before leaving the firm in 2015; she returned to Matthews and once again became a comanager on this strategy in 2019; and she has 16 years of relevant experience overall. The other members of the team remain in place and have appropriate credentials. Sharat Shroff, who now serves as a co-lead manager along with Song, joined the team in 2008, starting off as a co-lead manager before becoming the sole lead manager on 2014. Shroff has worked at Matthews since 2005 and has more than two decades of investment experience overall. Winnie Chwang, who joined the team as a comanager earlier this year, is a Matthews veteran who also serves as a co-lead manager on Matthews China Small Companies MCSMX as well as a comanager on Matthews China MCHFX and Matthews Asia ESG MASGX. Analyst Elli Lee has been at Matthews since 2016, serves as a comanager on Bronze-rated Matthews Korea, and has 15 years of relevant experience. Analyst Jeremy Sutch has been at the firm since 2015 and has more than two decades of investment experience. This strategy’s other strengths remain intact. For all these reasons, this fund remains more attractive than most of its rivals, and its People Pillar rating, Process Pillar rating, and Morningstar Analyst Rating remain the same.

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