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Investment Team
Robert J. Horrocks, PhDChief Investment Officer and Portfolio Manager Robert Horrocks is Chief Investment Officer at Matthews International Capital Management, LLC and a Portfolio Manager. As Chief Investment Officer, Robert oversees the firm’s investment process and investment professionals and sets the research agenda for the investment team. Before joining Matthews in August 2008, Robert was Head of Research at Mirae Asset Management in Hong Kong. From 2003 to 2006, Robert served as Chief Investment Officer for Everbright Pramerica in China, establishing its quantitative investment process. He started his career as a Research Analyst with WI Carr Securities in Hong Kong before moving on to spend eight years working in several different Asian jurisdictions for Schroders, including stints as Country General Manager in Taiwan, Deputy Chief Investment Officer in Korea and Designated Chief Investment Officer in Shanghai. Robert earned his PhD in Chinese Economic History from Leeds University in the United Kingdom, and is fluent in Mandarin. Robert has been a Portfolio Manager of the Asian Growth and Income Fund since 2009.
Co-Manager 
Andrew FosterPortfolio Manager Andrew Foster is a Portfolio Manager at Matthews International Capital Management, LLC. He began his career in 1996 in Singapore, where he worked as a management consultant in A.T. Kearney’s Financial Institutions Group. Andrew joined Matthews in 1998 as a Research Analyst and left the firm in 2001 to obtain his M.B.A. Upon returning to Matthews in 2003, Andrew led the firm’s research efforts until 2008. From January 2008 to June 2009 Andrew served as acting Chief Investment Officer. Andrew holds an A.B. in Public Policy and a secondary degree in Economics from Stanford University and an M.B.A. from INSEAD in France. Andrew has been a Portfolio Manager of the Asian Growth and Income Fund since 2005, of the India Fund since the Fund’s inception in 2005, of the Asia Dividend Fund since the Fund’s inception in 2006, and of the China Fund since 2008.
Lead Manager
Co-Manager 
Richard GaoPortfolio Manager Richard Gao joined Matthews International Capital Management, LLC in 1997 as a China Analyst and is currently a Portfolio Manager. He began his career at the Bank of China in 1989, first as a loan officer, then as a FOREX Trader in the Treasury Department. In 1993, he became Assistant Manager at the Bank of China, where he was in charge of FOREX trading for import/export companies. Richard received a B.A. in Literature from Guangdong University of Foreign Studies in and an M.B.A. in International Business from the Dominican University of California. He is fluent in Mandarin, Cantonese and Shanghainese. Richard has been a Portfolio Manager of the Pacific Tiger Fund since 2006, of the China Fund since 1999, and of the China Dividend Fund since its inception in 2009.
Lead Manager
Co-Manager 
Michael B. Han, CFAPortfolio Manager Michael Han is a Portfolio Manager at Matthews. Prior to joining the firm in 2007, he was a buy-side Equity Analyst at Luxor Capital Group researching investment opportunities in Asian markets including Korea, Japan, Hong Kong and China. From 2002 to 2005, he was an Investment Manager at Crystal Investment Group, a private equity firm in Seoul, Korea. Michael started his career as a Consultant in the Seoul office of KPMG. Michael received a B.A. in Business from Yonsei University in Seoul, Korea and an M.B.A. from Columbia University. He is fluent in Korean. Michael has been a Portfolio Manager of the Korea Fund since 2008.
Co-Manager 
Mark W. HeadleyChairman, Portfolio Manager Mark Headley is Chairman of the Board of Directors of Matthews and a Portfolio Manager. Mark joined Matthews in 1995 and has been actively involved in Asian markets since 1989. He was an original member of the team that launched the first SEC-registered open-ended Asia (ex-Japan) fund. Mark received a B.A. in Economics and Politics from the University of California, Santa Cruz. Mark has been a Portfolio Manager of the Pacific Tiger Fund since 1996, and of the Korea Fund since 1996.
Co-Manager 
Taizo IshidaPortfolio Manager Taizo Ishida is a Portfolio Manager at Matthews. Prior to joining Matthews in 2006, Taizo spent six years on the global and international teams at Wellington Management Company as a Vice President and Portfolio Manager. From 1997 to 2000, he was a Senior Securities Analyst and a member of the international investment team at USAA Investment Management Company. From 1990 to 1997, he was a Principal and Senior Research Analyst at Sanford Bernstein & Co. Prior to beginning his investment career at Yamaichi International (America), Inc. as a Research Analyst in 1987, Taizo spent three years in Dhaka, Bangladesh as a Program Officer with the United Nations Development Program. Taizo received a B.A. in Social Science from International Christian University in Tokyo, Japan and an M.A. in International Relations from The City College of New York. He is fluent in Japanese. Taizo has been a Portfolio Manager of the Asia Pacific Fund since 2007, and of the Japan Fund since 2006.
Lead Manager 
Jesper Madsen, CFAPortfolio Manager Jesper Madsen joined Matthews International Capital Management, LLC in 2004 and is currently a Portfolio Manager. Previously, he was an Analyst at Charter Equity Research and from 2002 to 2003, he worked with the Fixed Income group at Barclays Global Investors. Prior to that, Jesper was employed at Chemoil Corporation in oil-related sales. He has traveled extensively, including living and working in China. Jesper received a B.A. in Politics, Philosophy and Economics from the University of York in the United Kingdom. Jesper has been a Portfolio Manager of the Asia Dividend Fund since the Fund’s inception in 2006, and of the China Dividend Fund since its inception in 2009.
Lead Manager 
G. Paul MatthewsDirector, Portfolio Manager Paul Matthews founded Matthews in 1991 as an independent investment management firm focused exclusively on Asia. He is currently a Director of Matthews and a Portfolio Manager. He also serves as a Trustee of the Matthews Asia Funds. Paul began his investment career as a Portfolio Manager at G.T. Capital Management and held various positions over 10 years, including Managing Director, President and Director. He has been actively investing in the Asian markets since 1982 and was named Value Line Fund Manager of the Year for 2002. Paul received an M.A. in History and Law from Cambridge University. 
J. Michael OhPortfolio Manager Michael Oh is a Portfolio Manager at Matthews. Michael joined Matthews in 2000 as a Research Analyst and has built his investment career at the firm, arriving at his current role as Portfolio Manager in 2006. Michael received a B.A. in Political Economy of Industrial Societies from the University of California, Berkeley. He is fluent in Korean. Michael has been a Portfolio Manager of the Korea Fund since 2007, and of the Asian Technology Fund since 2006.
Lead Manager 
Sharat Shroff, CFAPortfolio Manager Sharat Shroff, CFA, joined Matthews in 2005 and is currently a Portfolio Manager. Prior to joining Matthews as a Research Analyst, Sharat spent five years in the San Francisco office and seven months in the Hong Kong office of Morgan Stanley as an Equity Research Associate. Sharat received a Bachelor of Technology from the Institute of Technology in Varanasi, India and an M.B.A. from the Indian Institute of Management, in Calcutta, India. He is fluent in Hindi and Bengali. Sharat has been a Portfolio Manager of the Pacific Tiger Fund since 2008, of the Asia Pacific Fund since 2007, and of the India Fund since 2006.
Lead Manager
Co-Manager 
Lydia SoPortfolio Manager Lydia So has been a member of the Matthews investment team since 2004. Prior to managing the Matthews Asia Small Companies Fund, she was responsible for analyzing the small companies of the Matthews Pacific Tiger Fund. Lydia is also Co-Manager of the Matthews Asian Technology Fund. Lydia worked at RCM Capital Management from 2001 to 2004, most recently as a Portfolio Associate. She began her investment career in 1999 at Kochis Fitz Wealth Management. Lydia received her B.A. in Economics from the University of California, Davis. She is fluent in Cantonese and conversational in Mandarin. Lydia has been a Portfolio Manager of the Asia Small Companies Fund since the Fund’s inception in 2008, and of the Asian Technology Fund since 2008.
Lead Manager
Co-Manager * To better reflect its investment strategy, the Fund’s name changed from Matthews Asia Pacific Equity Income Fund to Matthews Asia Dividend Fund on November 30, 2009. |
