Tuesday February 19, 2013
by Tom Bishop, editor BI ResearchMy money is on the Matthews Fund family as best suited to guide us through the myriad languages, cultures and economies to ferret out the best opportunities for growth in the emerging Pacific Rim portion of Asia.
Matthews Pacfiic Tiger Fund (
MAPTX) is focused strictly on the Pacific Rim portion of Asia, extending to India. They have feet on the ground there every day and that’s all they do. This region has the most exciting growth prospects of anywhere in the world.
In all, Matthews has about 13 country and other funds dedicated to different angles in this region. My selection has been MAPTX which is a larger cap fund focused on all the emerging nations in the Pacific Rim, exclusive of Japan.
What I like about it is that Matthews can cherry pick the best stocks from its various Asian country funds to put into Matthews Pacfic Tiger.
This is the top performing Matthews fund over the past 10 years (and light years better than the S&P), turning $10,000 into $47,600, despite the intervening “great recession.”
While smaller cap stocks are my normal focus, when it comes to emerging nations I have learned that you are more likely to get a “real” picture by investing in large companies with top flight auditors.
These companies give us some steadier, lower risk, larger cap exposure to emerging, more rapidly growing countries vs. the U.S.A. Accordingly, MAPTX remains a Buy.
Learn more about this financial newsletter at Tom Bishop's BI Research.Related articles
