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DOUBLE TAKE

The Matthews Pacific Tiger Fund seeks to invest in quality growth companies while being benchmark agnostic…

Asia ex Japan equities

Our process is anchored in an active, bottom- up approach to stockpicking that is completely benchmark agnostic.

Through rigorous on-the-ground research, we aim to identify quality businesses run by disciplined management teams that can grow sustainably across market cycles. In doing so, we are willing to sacrifice some valuation premium in exchange for above-average earnings growth and higher average return on invested capital compared with the overall Asian equity market.

Quality of the underlying businesses is our first key focus. We need to understand companies’ business models and their growth potential. Importantly, we look for durability of growth rather than just the rate of growth.

Second, we consider the capability and transparency of the management team. And we consider valuations – how is risk being priced? With an investment horizon of at least three to five years, we aim to find companies that can deliver above-average growth across cycles.

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