Matthews Emerging Markets Discovery Active ETF (MEMS)

Overview

The Matthews Emerging Markets Discovery Active ETF is an actively managed fund that seeks long-term capital appreciation by investing in smaller capitalization companies located in emerging market countries. It focuses on identifying companies with strong growth potential and sustainable business models.

Reputation and Reliability

Matthews Asia is a well-regarded investment firm specializing in Asian and emerging market equities, known for its experienced investment team and long-term investment philosophy.

Management Expertise

The fund is managed by a team of experienced investment professionals with deep knowledge of emerging markets and a proven track record in active management.

Goal

To achieve long-term capital appreciation.

Investment Approach and Strategy

Strategy: Actively managed, focusing on bottom-up stock selection of smaller capitalization companies in emerging markets.

Composition Primarily holds equities of companies located in emerging market countries, with a focus on smaller capitalization stocks.

Market Share: Information not available without live data feed. Needs manual update.

Total Net Assets (AUM): Information not available without live data feed. Needs manual update.

Key Competitors

• VWO
• IEMG
• EEM

Competitive Landscape

The ETF industry is highly competitive, with several established players offering similar emerging market exposure. Matthews Asia differentiates itself through its active management and focus on smaller capitalization companies, potentially offering higher growth but also higher risk. Competitors like VWO, IEMG, and EEM offer broader market exposure at a lower cost due to their passive, index-tracking strategies.

Historical Performance: Historical performance data needs manual update and live data feed.

Benchmark Comparison: Benchmark comparison data needs manual update and live data feed.

Expense Ratio: Information not available without live data feed. Needs manual update.

Average Trading Volume

The ETF's liquidity is indicated by its average trading volume, reflecting the ease with which shares can be bought and sold, needing live data feed.

Bid-Ask Spread

The bid-ask spread indicates the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept, needing live data feed.

Market Environment Factors

Economic growth in emerging markets, interest rate policies, and geopolitical events can significantly impact the ETF's performance. Sector growth prospects within emerging markets and prevailing market sentiment also play a crucial role.

Growth Trajectory

Growth trajectory and holding updates need to be determined based on real time data as well as company strategic shifts.

Competitive Edge

Matthews Emerging Markets Discovery Active ETF distinguishes itself through active management, specifically focusing on smaller capitalization companies within emerging markets, a strategy potentially offering higher growth opportunities. The fund's bottom-up stock selection process, coupled with Matthews Asia's expertise in emerging markets, gives it a competitive advantage. This approach allows for identifying undervalued companies with strong growth potential that may be overlooked by passive strategies. However, active management involves higher fees and potential underperformance compared to benchmark indices.

Volatility

The fund's volatility needs manual update and live data feed.

Market Risk

Investing in emerging markets involves risks such as currency fluctuations, political instability, and economic volatility. Smaller capitalization companies may also be more volatile than larger, more established firms.

Ideal Investor Profile

The Matthews Emerging Markets Discovery Active ETF is suitable for investors seeking long-term capital appreciation with a higher risk tolerance and a desire for exposure to smaller capitalization companies in emerging markets.

Market Risk

The ETF is more suitable for long-term investors willing to accept higher volatility for potentially higher returns, rather than active traders or passive index followers.

The Matthews Emerging Markets Discovery Active ETF offers exposure to smaller capitalization companies in emerging markets through active management. Its focus on bottom-up stock selection and Matthews Asia's expertise in emerging markets can potentially deliver higher returns, but also entails higher risk and fees. The ETF is best suited for long-term investors with a higher risk tolerance. Before investing, the information needs to be updated for accuracy. It's market share and overall composition data is not available without a live data feed.

Data Sources:

• Matthews Asia Website
• Morningstar
• ETFdb.com

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. All financial data is delayed and subject to change.