Why Companies Override Countries
To unlock durable growth in emerging markets, Portfolio Manager John Paul Lech begins with a sharp focus on individual companies.12/15/2020
Matthews Asia was founded 30 years ago on the conviction that Asia’s growth would outpace the rest of the world and would one day be the primary driver of the global economy. Today, that vision has largely been borne out with the region’s GDP growth outpacing the rest of the world. Our specialized focus on Asia has enabled us to develop deep insights into its markets, companies and securities. Rigorous proprietary research enables us to understand both the risks and potential rewards and build portfolios that aims to meet our high standards of investment excellence for our clients. As Asia’s influence and links to the broader global economy have grown, our research capabilities have also expanded to include emerging markets—an asset class that Asia now dominates.
For three decades, we’ve adhered to an investment philosophy that has been tested through a number of volatile episodes, from the Asian Financial Crisis in the late 1990s and the SARS crisis to several geopolitical scares, the bursting of China’s equity bubble and the 2008 Global Financial Crisis. These challenges have strengthened our resolve and ability to deliver compelling returns. With our long experience in navigating this changing landscape, we believe that investors who can remain invested through the inevitable difficult markets are likely to benefit from Asia’s growth over the long term. With $25.2 billion under management (as of December 31, 2021), Matthews Asia offers multiple ways to access growth opportunities in Asia and broader emerging markets.
Across the firm, all employees share important qualities and principles that drive how we serve our clients with a culture valuing openness, accountability, collaboration and humility. We embrace our diversity of background, expertise and perspectives. These differences are akin to the diversity of markets in which we invest; we believe they help mitigate potential biases and are essential for informed decision-making. Together, these elements foster comprehensive and varied approaches to problem-solving.
At Matthews Asia, our commitment to active, long-term investment extends to the communities around the globe in which we live and work. Through our corporate responsibility and philanthropic efforts, we strive to help our local communities reach their full potential. A signatory to the United Nations’ Principles for Responsible Investment (UNPRI) since 2016, our firm has committed to incorporating environmental, social and governance (ESG) considerations within the very fabric of our investment process.