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Matthews Asian Growth And Income Fund Institutional Class (MICSX)
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07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 594.74M
Matthews Asian Growth & Income Instl
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- Overview
- Profile
- Historical Data
- Holdings
MICSX Overview
On this page you'll find an in-depth profile of Matthews Asian Growth And Income Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of MICSX among other information.
Investment Strategy
The investment seeks long-term capital appreciation; it also seeks to provide some current income. The fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in dividend-paying common stock, preferred stock and other equity securities, and convertible securities as well as fixed-income securities, of any duration or quality, including high yield securities (also known as "junk bonds"), of companies located in Asia, which consists of all countries and markets in Asia, including developed, emerging, and frontier countries and markets in the Asian region.
Contact Information
Address
Four Embarcadero Center Suite 550
San Francisco,CA 94111
United States
San Francisco,CA 94111
United States
Phone
+1 8007892742
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Elli Lee | Co-Manager | 2023 | Now |
| Biography | Elli Lee is a Portfolio Manager at Matthews and manages the firm’s Korea Strategy. Prior to joining the firm in 2016, Elli worked at Bank of America Merrill Lynch for 10 years, most recently in Korean Equity Sales and previously as an Equity Research Analyst covering South Korea’s engineering, construction, steel and education sectors. From 2003 to 2005, Elli was an Investor Relations Specialist at Hana Financial Group in Seoul. She earned a Master of Science in Global Finance from the Hong Kong University of Science and Technology Business School and New York University Stern School of Business, and received a B.A. in Economics from Bates College. Elli is fluent in Korean. Elli has been a Portfolio Manager of the Matthews Korea Fund since 2019. | ||
| Siddharth Bhargava | - | 2021 | Now |
| Kenneth Lowe | Portfolio Manager | 2011 | Now |
| Biography | Kenneth Lowe is a Portfolio Manager at Matthews and manages the firm’s Asian Growth and Income Strategy. Prior to joining Matthews in 2010, he was an Investment Manager on the Asia and Global Emerging Market Equities Team at Martin Currie Investment Management in Edinburgh, Scotland. Kenneth received an M.A. in Mathematics and Economics from the University of Glasgow. Kenneth has been a Portfolio Manager of the Matthews Asian Growth and Income Fund since 2011. | ||
| Robert J. Horrocks | Co-Portfolio Manager | 2009 | 2024 |
| Biography | Robert Horrocks is Chief Investment Officer and a Portfolio Manager at Matthews and has been a Matthews Asia Funds Trustee since 2018. He manages the firm’s Asian Growth and Income Strategy and co-manages the Asia Dividend and Asia ex Japan Dividend Strategies. As Chief Investment Officer, Robert oversees the firm’s investment process and investment professionals and sets the research agenda for the investment team.Before joining Matthews in August 2008, Robert was Head of Research at Mirae Asset Management in Hong Kong. | ||
| Satya Patel | Portfolio Manager | 2020 | 2023 |
| Biography | Satya Patel is a Portfolio Manager at Matthews. Prior to joining the firm in 2011, Satya was an Investment Analyst with Concerto Asset Management. He earned his M.B.A. from the University of Chicago Booth School of Business in 2010. In 2009, Satya worked as an Investment Associate in Private Placements for Metlife Investments and from 2006 to 2008, he was an Associate in Credit Hedge Fund Sales for Deutsche Bank in London. He holds a Master’s in Accounting and Finance from the London School of Economics and a B.A. in Business Administration and Public Health from the University of Georgia. | ||
| John Paul Lech | Portfolio Manager | 2018 | 2020 |
| Biography | John Paul Lech is a Portfolio Manager at Matthews. He manages the firm’s Emerging Markets Equity Strategy. Prior to joining the firm in 2018, he spent most of his 10 years at OppenheimerFunds as an Analyst and Portfolio Manager on a diversified emerging market equity strategy. John Paul started his career as an Analyst and Associate at Citigroup Global Markets, Inc. He is fluent in Spanish and conversational in French and Portuguese. John Paul earned both an M.A. and a B.S.F.S. from the Walsh School of Foreign Service at Georgetown University. | ||
| Jesper Madsen | Portfolio Manager | 2011 | 2012 |
| Biography | Jesper Madsen is a Portfolio Manager at Matthews International Capital Management, LLC, and manages the firm’s Asian Growth and Income, Asia Dividend and China Dividend strategies. Prior to joining Matthews in 2004 as a Research Analyst, Jesper was an Analyst at Charter Equity Research and also worked with the Fixed Income group at Barclays Global Investors. He has traveled extensively, including living and working in China. Jesper received a B.A. in Politics, Philosophy and Economics from the University of York in the United Kingdom. | ||
| Andrew Foster | CEO | 2005 | 2011 |
| Biography | Andrew Foster is the Lead Portfolio Manager of the Seafarer Overseas Growth and Income Fund, and has been so since its inception in February 2012. He is the Co-Portfolio Manager of the Seafarer Overseas Value Fund, and has been so since its inception in May 2016. He is also the Chief Executive Officer and Chief Investment Officer of Seafarer Capital Partners, LLC, investment adviser to the Funds. | ||
| G. Paul Matthews | Founder, Chairman, Portfolio Manager, Member | 1994 | 2009 |
| Biography | G. Paul Matthews is lead manager of GGOF Asian Growth and Income Fund. He has actively been managing Asian markets since 1982. Mr. Matthews is Chairman, Chief Investment Officer and Portfolio Manager of Matthews International Capital Management which he founded in 1991. He was named Manager of the Year in 2000 by The Value Line Investment Survey. | ||
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