In-Depth Portfolio Manager Review – Q4 2021
Matthews Asia Head of Portfolio Strategy, David Dali 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 January 20, 2022.
IP – Intellectual Property
CDMO – Contract Development and Manufacturing Organization is a company that provides pharmaceutical drug development and manufacturing services.
EV – Electric Vehicle
Price-to-sales – is a company’s market capitalization (number of outstanding shares times the share price) divided by the company’s total sales or revenue for the past 12 months. Lower price-to-sales may indicate a more attractive investment.
CPI – Consumer Price Index is the measure of the average prices that consumers in urban markets pay for a market basket of goods and services.