Matthews Asia has opened its innovation strategy to UK and European investors, following a growth in client demand.
Matthews Asia Innovators fund targets companies across Asia, excluding Japan, which capitalise on structural growth trends and large addressable markets across the region. Matthews Asia reduces OCFs across all UCITS equity funds While the fund is benchmark agnostic and utilises an all-cap portfolio, lead manager Michael Oh told Investment Week the high conviction portfolio of 30-50 companies tends to find opportunities in the $5bn-$50bn market cap range, with these holdings having the potential to surpass $100bn in market capitalisation. Oh identified five broad types of innovatio...
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