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You are here: Manager factsheet

Sherwood Zhang
Matthews Asia
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Manager profile
Sherwood Zhang is a Portfolio Manager at Matthews Asia and manages the firm’s China Dividend, and China A-Shares Strategies and co-manages the China and Asia ex Japan Total Return Equity Strategies. Prior to joining Matthews Asia in 2011, Sherwood was an analyst at Passport Capital from 2007 to 2010, where he focused on such industries as property and basic materials in China as well as consumer-related sectors. Before earning his MBA in 2007, Sherwood served as a Senior Treasury Officer for Hang Seng Bank in Shanghai and Hong Kong, and worked as a Foreign Exchange Trader at Shanghai Pudong Development Bank in Shanghai. He received his MBA from the University of Maryland and his Bachelor of Economics in Finance from Shanghai University. Sherwood is fluent in Mandarin and speaks conversational.
Total return for Sherwood Zhang
Manager career performance
Discrete calendar year performance : Sherwood Zhang

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Sherwood Zhang -21.5 -2.7 -10.2 42.6 -9.4 3.4 15.5 35.4 2.3 30.0
Peer Group Composite -15.3 -3.8 -13.1 44.3 -8.2 1.1 13.0 32.7 -9.2 32.4
Over / Under -6.1 1.1 2.9 -1.7 -1.2 2.3 2.5 2.7 11.5 -2.4
Performance vs peer group composite: Sherwood Zhang
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.
 
Overall markets
Up
Outperformed peer group composite
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 5
Funds currently managed
Fund Sole/Co-managed Sector Periods
Matthews China Dividend Co-managed IA China/Greater China since Apr 30 2014 to present
Matthews Asia ex Japan Total Return Equity Co-managed (deputy) IA Asia Pacific Excluding Japan since Nov 30 2015 to present
Matthews China Co-managed (deputy) IA China/Greater China since Apr 30 2022 to present
Matthews China A-Share Co-managed FO Equity - China since Jul 21 2022 to present
Funds managed previously
Fund Periods
Matthews Asia Dividend since Apr 30 2018 to Dec 31 2022
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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