Robert Horrocks

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Robert Horrocks
Matthews Asia
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Manager profile

Robert Horrocks is Chief Investment Officer and Portfolio Manager at Matthews Asia and has been a Matthews Asia Funds Trustee since 2018. He manages the firm’s Asian Growth and Income and Asia Dividend Strategy and co-manages the Asia ex Japan Total Return Equity Strategy. As Chief Investment Officer, Robert oversees the firm’s investment process and investment professionals and sets the research agenda for the investment team. Before joining Matthews Asia in 2008, Robert was Head of Research at Mirae Asset Management in Hong Kong. From 2003 to 2006, Robert served as Chief Investment Officer for Everbright Pramerica in China, establishing its quantitative investment process. He started his career as a Research Analyst with WI Carr Securities in Hong Kong before moving on to spend eight years working in several different Asian jurisdictions for Schroders, including stints as Country General Manager in Taiwan, Deputy Chief Investment Officer in Korea and Designated Chief Investment Officer in Shanghai. Robert earned his PhD in Chinese Economic History from Leeds University in the United Kingdom, and is fluent in Mandarin.

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Annualised total return over 11.4 years

+5.7%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Robert Horrocks	12.2	-19.2	10.3	14.4	91.1
Peer Group Composite	13.3	-4.0	20.1	21.4	86.2
Over / Under	-1.1	-15.2	-9.8	-7.0	4.9

Total return for Robert Horrocks

Discrete calendar year performance : Robert Horrocks

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Robert Horrocks	12.2	-2.9	-26.8	9.3	23.3	9.8	-5.5	15.8	37.1	4.6
Peer Group Composite	13.3	4.4	-19.1	12.4	10.3	11.3	-9.2	13.5	34.2	1.0
Over / Under	-1.1	-7.3	-7.7	-3.1	13.0	-1.5	3.7	2.3	2.9	3.6

Performance vs peer group composite: Robert Horrocks

How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

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