In this series, Investment Week speaks to some of the winners of the Fund Manager of the Year Awards 2020 about their teams, how they construct portfolios, performance drivers and how their particular strategies may develop in the future.
In this interview, we speak to the team behind the Matthews China fund, which was Highly Commended in the China category this year. Can you tell us about the team on the fund and how you construct the portfolio? The Matthews China fund aims to identify current or future market leaders across sectors at attractive valuations. It is a high-conviction, all-shares portfolio looking for growth at a reasonable price. We pride ourselves on securing long-term quality across our all-cap portfolio, looking for consistent leaders rather than shooting stars, and we seek to deliver alpha in b...
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