Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
50% Off! Beat the market in 2025 with InvestingPro
CLAIM SALE
Matthews Asia Total Return Bond Fund Institutional Class Shares (0P0000U7LQ)
Add to/Remove from Watchlist
Add to Watchlist
9.190
0.000
0%
24/03 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 33.02M
Matthews Asia Strategic Income Fund Institutional
9.190
0.000
0%
- Overview
- Profile
- Historical Data
- Holdings
Matthews Asia Total Return Bond Fund Institutional Class Shares Overview
On this page you'll find an in-depth profile of Matthews Asia Total Return Bond Fund Institutional Class Shares. Learn about the key management, total assets, investment strategy and contact information of 0P0000U7LQ among other information.
Investment Strategy
The investment seeks total return over the long term, with an emphasis on income. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in debt and debt-related instruments issued by governments, quasi-governmental entities, supra-national institutions, and companies in Asia. It is non-diversified.
Contact Information
Address
Four Embarcadero Center Suite 550
San Francisco,CA 94111
United States
San Francisco,CA 94111
United States
Phone
+1 8007892742
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Wei Zhang | Co‑Manager | 2018 | 2023 |
| Biography | Wei Zhang is a Portfolio Manager at Matthews and co‑manages the firm’s Asia Total Return Bond Strategy. Prior to joining the firm in 2015, he earned an M.B.A. from Columbia University. From 2008 to 2012, Wei worked as an analyst at Bluecrest Capital Management, evaluating fundamental investments in equity and credit, with a focus on industrials, basic materials and energy sector opportunities. From 2007 to 2008, he was also an analyst with GF Capital Management, where he performed in‑depth fundamental research, built and maintained financial models and participated in acquisition contact negotiations. He started his career as an analyst at Sowood Capital Management in 2006. Wei received a B.S. in Finance and International Business from the Leonard N. Stern School of Business at New York University. He is fluent in Mandarin. Wei has been a Portfolio Manager of the Matthews Asia Total Return Bond Fund since 2018. | ||
| Satya Patel | Portfolio Manager | 2014 | 2023 |
| Biography | Satya Patel is a Portfolio Manager at Matthews. Prior to joining the firm in 2011, Satya was an Investment Analyst with Concerto Asset Management. He earned his M.B.A. from the University of Chicago Booth School of Business in 2010. In 2009, Satya worked as an Investment Associate in Private Placements for Metlife Investments and from 2006 to 2008, he was an Associate in Credit Hedge Fund Sales for Deutsche Bank in London. He holds a Master’s in Accounting and Finance from the London School of Economics and a B.A. in Business Administration and Public Health from the University of Georgia. | ||
| Teresa Kong | Lead Manager | 2011 | 2022 |
| Biography | Teresa Kong is a Portfolio Manager at Matthews and manages the firm’s Asia Total Return Bond and Asia Credit Opportunities Strategies. Prior to joining Matthews in 2010, she was Head of Emerging Market Investments at Barclays Global Investors, now known as BlackRock, and was responsible for managing the firm’s investment strategies in Emerging Asia, Eastern Europe, Africa and Latin America. She developed and managed strategies spanning absolute return, active long-only and exchange-traded funds. In addition to founding the Fixed Income Emerging Markets Group at BlackRock, she was also Senior Portfolio Manager and Credit Strategist on the Fixed Income credit team. Previously, Teresa was a Senior Securities Analyst in the High Yield Group with Oppenheimer Funds, and began her career with J.P. Morgan Securities Inc., where she worked in the Structured Products Group and Latin America Capital Markets Group. She received both a B.A. in Economics and Political Science and an M.A. in International Development Policies from Stanford University. She speaks Cantonese fluently and is conversational in Mandarin. Teresa has been a Portfolio Manager of the Matthews Asia Total Return Bond Fund since its inception in 2011 and of the Matthews Asia Credit Opportunities Fund since its inception in 2016. | ||
| Gerald M. Hwang | Portfolio Manager | 2011 | 2016 |
| Biography | Gerald M. Hwang, CFA Gerald Hwang is a Portfolio Manager at Matthews International Capital Management, LLC. Prior to joining Matthews in 2011, he was a Portfolio Manager with Vanguard Group from 2008 to 2011, managing foreign exchange and fixed income aspects of various products, including exchange-traded funds and mutual funds. His tenure at Morgan Stanley encompassed experience on both the buy-side, as part of a customized fixed-income team, and on the sell-side, as an emerging markets fixed-income analyst. He held various positions for Hungary’s OTP Bank, including Director of Research in Budapest. Gerald began his career as an equity derivatives analyst with D.E. Shaw & Co. He earned his M.B.A from The Wharton School of the University of Pennsylvania, and received a B.A. in Literature from Yale University. Gerald has been a Portfolio Manager of the Asia Strategic Income Fund since the Fund’s inception in 2011. | ||
| Robert J. Horrocks | Co-Portfolio Manager | 2011 | 2014 |
| Biography | Robert Horrocks is Chief Investment Officer and a Portfolio Manager at Matthews and has been a Matthews Asia Funds Trustee since 2018. He manages the firm’s Asian Growth and Income Strategy and co-manages the Asia Dividend and Asia ex Japan Dividend Strategies. 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. | ||
Write your thoughts about Matthews Asia Total Return Bond Fund Institutional Class Shares
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review