In-Depth Portfolio Manager Review – Q3 2020
Matthews Asia Portfolio Strategist Jeremy Murden and Portfolio Managers Sharat Shroff, CFA and Inbok Song provide an in-depth review of the Matthews Pacific Tiger Fund, including a macroeconomic update on Asia as well as the Fund's performance and its overall portfolio positioning.
The date of this commentary recording was October 15, 2020. The fund does not hold Evergrande Group, Lonza and Boehringer Ingelheim.
ADR = American depository receipt
FDI = Foreign direct investment
SLI = Software led infrastructure
SOE = State owned enterprise
ROE = Return on equity
M&A = Mergers and acquisitions
CME = Chicago Mercantile Exchange
There is no guarantee that a company will pay or continually increase its dividend. Characteristics and measures such as ROIC do not represent or predict the performance of any fund.