Matthews
Matthews is an active, high conviction investment manager supported by significant in-house fundamental research resources. The US and HK based research platform - which includes multi-disciplinary research analysts with sector and/or country specialities - builds robust and multi-year conviction in portfolio holdings. Matthews believes this approach combined with a particular focus on lesser known and often domestic demand driven businesses - somewhat shielded from global macroeconomic and geopolitical risks - is a key differentiator and source of alpha. Accordingly, portfolios differ meaningfully from their respective benchmarks. Furthermore, Matthews takes a pragmatic, risk-aware approach to China by avoiding the sectors/industries most at risk from government intervention. For investors seeking to avoid exposure to China, Matthews offers ex-China EM and Asia strategies.
Important Information
This Information Memorandum has been prepared by Matthews International Capital Management, LLC (Matthews), a registered Investment Advisor regulated by the U.S. Securities & Exchange Commission under U.S laws which differ from Australian laws. It is exempt from the requirement to hold an Australian financial services licence under the Corporations Act 2001 (Cth) (Corporations Act) in respect of the financial services it provides. Clearway Capital Solutions Pty Limited (ACN 131 391 261 AFSL 328 663) (Clearway Capital Solutions) has been appointed as the promoter of Matthews.
The information is intended for wholesale clients within the meaning of section 761G or 761GA of the Corporations Act and must not be made available to any persons that are “retail clients” for the purpose of the Corporations Act. It is general information only and is not intended to provide you with financial advice, and has been prepared without taking into account your objectives, financial situation or needs. You should consider the relevant disclosure document, available by contacting us, prior to making any investment decisions. If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser. This information is only current as at the date indicated and may be superseded by subsequent market events or for other reasons. Neither Matthews nor Clearway Capital Solutions make any representation or warranties, express or implied, as to the accuracy or completeness of the information provided. To the extent permitted by law, neither Matthews nor Clearway Capital Solutions accept any liability for any loss or damage as a result of any reliance on this information. All investments contain risk and may lose value. Any opinions, forecasts, estimates or projections reflect judgments of Matthews as at the date of the document and are subject to change without notice. Rates of return cannot be guaranteed and any forecasts, estimates or projections as to future returns should not be relied on, as they are based on assumptions which may or may not ultimately be correct. Actual returns could differ significantly from any forecasts, estimates or projections provided. Past performance is not a reliable indicator of future performance. This Information Memorandum may not be reproduced, or copies circulated without prior authority from Clearway Capital Solutions.
Fund Resources
The Fund is also available on the following platforms:
Contact Us
Please reach out via phone or email.
Clearway Capital Solutions Pty Ltd
Dennis Mothoneos
Managing Director
+61 0 409 312 096
dennism@clearwaycapital.com.au
Michael Negline
Cameron Harris
Business Development Manager
+61 400 248 436
cameronh@clearwaycapital.com.au