Recent departures of key personnel are a loss for Matthews Asia Small Companies, but the fund remains in capable hands and plies a sound approach. Both share classes retain their Morningstar Analyst Rating of Bronze.
Will MSMLX 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 MSMLX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MSMLX 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 MSMLX’s parent organization’s priorities and whether they’re in line with investors’ interests.