In-Depth Portfolio Manager Review – Q1 2022
Portfolio Managers Yu Zhang, CFA and Joyce Li, CFA provide an in depth review of the Matthews Asia Dividend Fund, including a macroeconomic update on Asia as well as a review of the Fund’s performance and its overall portfolio positioning.
The date of this commentary recording was 27 April 2022.
EV - Electric Vehicle
OEM - Original equipment manufacturer
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
There is no guarantee that a Fund or company will pay or continue to increase dividends.