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在正常市況下,子基金尋求直接,或透過集體投資計劃、可轉換證券或其他類似工具間接投資最少其總資產淨值的80%於位處中國1之小型企業的股票,從而達致子基金的投資目標。子基金亦可投資於全球各地的其他獲允許資產,作為輔助類別投資;獲允許資產包括股票(包括大型企業股票)、以及其他可轉讓證券、集體投資計劃和/或其他類似獲准在合資格市場2交易的工具以及其他被子基金認為在價值方面具有好的增長潛力的資產,如此,可增加子基金投資組合的總價值。然而,如果一家被投資公司在買入後增長成一家大型企業,子基金仍可繼續持有其股票。儘管可作出此類投資,子基金於任何時間購入的任何大型企業股票不能超過子基金資產的20%。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Sherwood Zhang | Portfolio Manager | 2024 | now |
自傳 | Sherwood Zhang is a Portfolio Manager at Matthews and manages the firm’s China Dividend Strategy and co‑manages the Asia Dividend, Asia ex Japan Dividend, and China Strategies. Prior to joining Matthews in 2011, Sherwood was an analyst at Passport Capital from 2007 to 2010, where he focused on such industries as property and basic materials in China as well as consumer-related sectors. Before earning his M.B.A. in 2007, Sherwood served as a Senior Treasury Officer for Hang Seng Bank in Shanghai and Hong Kong, and worked as a Foreign Exchange Trader at Shanghai Pudong Development Bank in Shanghai. He received his M.B.A. from the University of Maryland and his Bachelor of Economics in Finance from Shanghai University. Sherwood is fluent in Mandarin and speaks conversational Cantonese. | ||
Hardy Zhu | Portfolio Manager | 2024 | now |
自傳 | Hardy Zhu is a Portfolio Manager at Matthews and co-manages the firm’s Emerging Markets Small Companies, Emerging Markets Discovery, China, China Small Companies, China Discovery, China Dividend and China A-Share Strategies. Prior to joining the firm in 2011, Hardy was an Equity Analyst with Delaware Investments researching Chinese equities. Before earning his MBA from Duke University in 2007, Hardy was a senior accountant at PNC Global Investment Servicing from 2000 to 2005. Hardy began his career at China National Nonferrous Metals Import & Export Co., one of the largest state-owned international trading companies in China. He received a Master of Accounting degree from the Virginia Polytechnic Institute and State University and a B.S. in Industrial Foreign Trade from Shenyang Polytechnic University in China. Hardy is fluent in Mandarin. Hardy has been a Portfolio Manager of the Matthews Emerging Markets Small Companies Fund, Matthews Emerging Markets Discovery Active ETF, Matthews China Fund, Matthews China Active ETF, Matthews China Small Companies Fund, Matthews China Discovery Active ETF and Matthews China Dividend Fund since 2024. | ||
Winnie Chwang | Portfolio Manager | 2020 | now |
自傳 | Winnie Chwang is a Portfolio Manager at Matthews and manages the firm’s China Small Companies Strategy and co‑manages the firm’s China and Pacific Tiger Strategies. She joined the firm in 2004 and has built her investment career at the firm. Winnie earned an M.B.A. from the Haas School of Business and received her B.A. in Economics with a minor in Business Administration from the University of California, Berkeley. She is fluent in Mandarin and conversational in Cantonese. | ||
Andrew Mattock | Portfolio Manager | 2020 | now |
自傳 | Andrew Mattock, CFA is a Portfolio Manager at Matthews Asia and manages the firm's China and China Small Companies Strategies. Prior to joining the firm in 2015, he was a Fund Manager at Henderson Global Investors for 15 years, first in London and then in Singapore, managing Asia Pacific equities. Andrew holds a Bachelor of Business majoring in Accounting from ACU. He began his career at PricewaterhouseCoopers and qualified as a Chartered Accountant. Andrew has been a Portfolio Manager of the Matthews China Fund since 2015 and of the Matthews China Small Companies Fund since 2020. | ||
Yuanyuan Ji | Portfolio Manager | 2020 | 2020 |
自傳 | Yuanyuan Ji is a Portfolio Manager at Matthews International Capital Management, LLC. Before joining Mattews in 2016, she was an Executive Director, Head of China Small Cap at Haitong International Securities Group in Hong Kong. Prior to that experience, from 2009 to 2011, she held a variety of positions in the financial and consulting industries, including at British American Tobacco, PricewaterhouseCoopers and McKinsey & Company. Yuanyuan received a Bachelor of Economics and Finance degree from The University of Hong Kong. She is fluent in Mandarin, Cantonese and Shanghainese. | ||
Tiffany Hsiao | Portfolio Manager | 2015 | 2020 |
自傳 | Tiffany Hsiao is a Portfolio Manager at Matthews. She manages the firm’s China Small Companies and Asia Small Companies Strategies and co-manages the Asia Innovators Strategy. Prior to joining the firm in 2014, she was a Vice President and Research Analyst at Goldman Sachs Investment Partners in Hong Kong and Tokyo from 2007 to 2013. She was responsible for researching Asia Pacific investments, with an emphasis on equities in China. Previously, she spent six years at Franklin Templeton Investments, where she managed the firm’s global communications fund. Tiffany earned her Master of Science and Information Technology from Carnegie Mellon University and received a B.A. in Economics from the University of California, Berkeley. She is fluent in Mandarin and Taiwanese, and conversational in Cantonese. Tiffany has been a Portfolio Manager of the Matthews China Small Companies Fund since 2015, of the Matthews Asia Small Companies Fund since 2018 and of the Matthews Asia Innovators Fund since 2018 | ||
Kenichi Amaki | porfolio manager | 2015 | 2019 |
自傳 | Kenichi Amaki is a Portfolio Manager at Matthews International Capital Management, LLC. Prior to joining Matthews in 2008 as a Research Analyst, he was an investment officer for a family trust based in Monaco, researching investment opportunities primarily in Japan. From 2001 to 2004, he worked on the International Pension Fund Team at Nomura Asset Management in Tokyo, Japan. Kenichi received a B.A. in Law from Keio University in Japan and an M.B.A. from the University of California at Berkeley, and is fluent in Japanese. | ||
Winnie Chwang | Portfolio Manager | 2014 | 2015 |
自傳 | Winnie Chwang is a Portfolio Manager at Matthews and manages the firm’s China Small Companies Strategy and co‑manages the firm’s China and Pacific Tiger Strategies. She joined the firm in 2004 and has built her investment career at the firm. Winnie earned an M.B.A. from the Haas School of Business and received her B.A. in Economics with a minor in Business Administration from the University of California, Berkeley. She is fluent in Mandarin and conversational in Cantonese. | ||
Henry Zhang | Research Analyst | 2012 | 2015 |
自傳 | HENRY ZHANG, CFA Henry Zhang is a Portfolio Manager at Matthews. Prior to joining Matthews in 2007 as a Research Analyst, Henry served as an Application Consultant and Project Manager at Gifford Fong Associates for five years, where he was responsible for derivative security valuation, portfolio strategy investigation and investment risk analysis. Prior to moving to the United States, Henry worked for more than four years at Huaneng Power International, Inc., a NYSE-listed corporation, in China. Henry received a Master’s degree in Financial Engineering from the University of California, Berkeley and a B.S. in Finance from San Francisco State University. | ||
Richard H. Gao | China Analyst | 2012 | 2015 |
自傳 | Gao joined Matthews in 1997 as a China Analyst and is currently a Portfolio Manager. He began his career at the Bank of China in 1989, first as a Loan Officer, then as a FOREX Trader in the Treasury Department. In 1993, he became Assistant Manager at the Bank of China, where he was in charge of FOREX trading for import/export companies.Richard received a B.A. in Literature from Guangdong University of Foreign Studies and an M.B.A. in International Business from the Dominican University of California. He is fluent in Mandarin, Cantonese and Shanghainese. Richard has been a Portfolio Manager of the Matthews China Fund since 1999, of the Matthews China Small Companies Fund since its inception in 2011 and of the Matthews Pacific Tiger Fund since 2006. |
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