5th November 2015
Goldman Sachs India Equity Portfolio and Matthews Asia Pacific Tiger gain Elite Ratings
James Yardley, senior research analyst, commented: “Goldman Sachs India Equity Portfolio is an all-weather India fund where macro-economic risks are minimised and returns are optimised through stock selection. The fund’s objective is to capture the growth potential of the Indian economy, which we think has tremendous potential over the long term. There is a well resourced and experienced team based on the ground in India and the investment process is solid. We particularly like the many company meetings the team undertake.
“Matthews is a specialist Asian manager based in San Francisco. Pacific Tiger is their flagship fund. The strategy has been running since 1994 but has only recently become available to UK investors. We think it is suitable as a core Asian equity fund. We especially like the manager’s willingness to differ from the benchmark and the fund's aim to invest in long-term Asian winners. The focus on corporate governance, expert local knowledge and numerous company meetings are all reasons to think this fund will continue outperform over the long term.”
Sign up to receive our free weekly newsletter.