Investment Philosophy

Stock selection considers both current fundamentals and long-term growth prospects, anchored in a GARP (Growth-At-a-Reasonable-Price) investment style. Direct company contact and frequent visits to Asia are key components of the research discipline.

Four principles drive Matthews' investment approach:

• Focus: Invest exclusively in the Asia Pacific region
• Independence: Private firm; substantial management ownership with operational control
• Communication: Centralized, effective investment decisions, with one team in one location
• Long-term horizon: Build wealth over the long term with low turnover, high conviction portfolios owning businesses positioned to benefit from the economic evolution of Asia