Cooper Abbott joined Matthews International Capital Management as CEO on June 13, 2022, succeeding Bill Hackett, who had served as CEO for 13 years and is retiring on June 30, 2022. This development is unsurprising, because Matthews announced in December 2021 that Hackett was planning on retiring in mid-2022 and that a search was underway for his replacement.
Matthews Korea Investor MAKOX
NAV / 1-Day Return
4.52
/
1.12
%
Total Assets
98.9 Mil
Adj. Expense Ratio
1.130%
Expense Ratio
1.130%
Fee Level
Below Average
Longest Manager Tenure
15.61
years
Category
Miscellaneous Region
Investment Style
Large ValueMin. Initial Investment
2,500
Status
Open
TTM Yield
2.09%
Turnover
40%
Morningstar’s Fund Analysis MAKOX
Will MAKOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MAKOX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MAKOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of MAKOX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Matthews Hires a New CEO in an Expected Development
