MSMLX – Fund Analysis – Matthews EM Sm Coms Inv | Morningstar

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Will MSMLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MSMLX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the MSMLX 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 MSMLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Worth keeping an eye on.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Matthews Emerging Markets Small Companies continues to be run by an experienced and talented skipper, and its process remains sound in principle but unproven. Thus, while investment team turnover remains a problem at Matthews, this strategy retains its Above Average People rating as well as its Average Process rating.

by William Samuel Rocco

Rated on May 9, 2024 Published on May 9, 2024

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