In-Depth Portfolio Manager Review – Q4 2020
Matthews Asia Portfolio Strategist Jeremy Murden and Portfolio Manager Yu Zhang, CFA provide an in-depth review of the Matthews Asia Dividend Strategy, including a macroeconomic update on the Asia as well as an review of the Strategy's performance and its overall portfolio positioning.
The date of this commentary recording was 21 January 2021.
Dividend payer = May be considered more matured, defensive businesses with recurring cash flow and higher dividend yield on the stock
Dividend grower = May be considered more cyclical businesses with significant growth potential, average or lower-than-average dividend yield, and underlying dividends that may grow significantly over time