Michael Ellis

Matthews Asia employs an active, bottom-up and fundamental investment philosophy, with a focus on long-term investment performance. The firm invests primarily in companies located in or with substantial ties to, and in securities issued by the governments of, the Asia Pacific region. Their long-term, bottom-up, benchmark-agnostic approach results in portfolios characterized by low turnover, high active share, and significant exposure to business models that are oriented towards domestic demand growth within Asia Pacific and emerging market economies.

Mutual fund concern

Functions as a College/University

Provides brokerage services

Newport Asia is a long-only investment manager that invests exclusively in Asia's equity markets. The firm seeks to provide investors in the funds with exposure to long-term, above-average growth trends and to concentrate portfolios in those high quality growth companies that serve as proxies for the underlying trend. They primarily invest in blue chip, high transparency companies with proven management, high predicable growth rates and low levels of debt. Newport Asia employs a straightforward, top-down/bottom-up strategy that focuses on capturing growth while minimizing risk. They generally do not hedge, go short or employ the use of leverage.