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.
Will MAPTX 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 MAPTX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MAPTX 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 MAPTX’s parent organization’s priorities and whether they’re in line with investors’ interests.