23c489bf_1__2013___Mutual_Fund_Observer__What_was_I__or_am_I__thinking_
[0] Matthews Asian Growth & Income [1] MACSX [Portfolio weight] 10
I originally bought MACSX while Andrew Foster was manager, impressed by its eclectic portfolio, independent style and excellent risk management. It’s continued to do well after his departure. I sold half of my stake here to invest in Seafarer and haven’t been adding to it in a while because I’m already heavily overweight in Asia. That said, I’m unlikely to reduce this holding either.
September 1, 2013 | Mutual Fund Observer
What was I, or am I, thinking?