Listen to how an active, research-based fundamental approach can facilitate very long-term active stock positions in relatively inefficient markets Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers and general partners in their respective asset classes about the evolution of their markets, and how they are responding to these changes. Clearway Capital Solutions is an independent and privately owned company, providing business development and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants. The Turning Points podcast series provides listeners with direct access to the insights of our investment partners. Episode description Today, we are joined by Vivek Tanneerru, Portfolio Management from Matthews. In this episode, we are joined by Vivek Tanneerru, Portfolio Management from Matthews. Vivek discusses the abundance of investment opportunities in under-researched emerging market companies, how Matthew's active, research-based approach gives the investment platform conviction to take very long-term active stock positions relative to the index, and the key aspects of emerging markets which makes this asset class compelling going forward. The host for this episode is Michael Negline, Director of Clearway Capital. 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. Matthews is headquartered in San Francisco, and with a significant on the ground investment and research resources in Hong Kong. Matthews manages in excess of USD9bn in emerging markets and Asian equity portfolios across the market cap spectrum, including sustainable strategies. Clearway Capital Solutions Established in 2008, Clearway Capital Solutions is an independent and privately owned company, providing business development and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants. This podcast is for educational and illustrative purposes only and does not constitute, and should not be relied upon as, financial advice. The podcast will be provided to listeners on the basis that they are either Wholesale, Professional or Sophisticated investors only, within the meaning of the relevant sections of the Corporations Act. For more information please contact Clearway Capital Solutions: www.clearwaycapital.com.au For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au
