At Matthews, we believe in the long-term growth of Asia. Since 1991, we have focused our efforts and expertise within the region, investing through a variety of market environments. As an independent, privately owned firm, Matthews is the largest dedicated Asia-only investment specialist in the United States.
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Management Team


William J. Hackett

Chief Executive Officer

William Hackett is Chief Executive Officer at Matthews International Capital Management, LLC and President of the Matthews Asia Funds. Bill joined Matthews in 2007 as President and has served as CEO since 2009. Prior to joining Matthews, Bill was a partner with the global investment management practice of Deloitte & Touche LLP where he led the U.S. Pacific Southwest investment management practice. During his tenure at Deloitte, Bill had several international assignments, including leading the firm’s Asia Pacific investment management practice, based out of Tokyo. He was also posted to Luxembourg to focus on Deloitte’s Pan-European and offshore investment management clients. He joined Deloitte in New York in 1990. Bill received a B.S. in Accounting from the University of Scranton. He is a Certified Public Accountant (inactive) and also serves as a member of the Investment Company Institute Board of Governors.


Robert J. Horrocks, PhD

Chief Investment Officer and Portfolio Manager

Robert Horrocks is Chief Investment Officer at Matthews International Capital Management, LLC and a Portfolio Manager. He manages the firm’s Asian Growth and Income and Asia Dividend strategies. 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 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. Robert has been a Portfolio Manager of the Matthews Asian Growth and Income Fund since 2009, and of the Matthews Asia Strategic Income Fund since its inception in 2011.


David A. Hartley

Chief Financial Officer

David Hartley is Chief Financial Officer at Matthews International Capital Management, LLC. Prior to joining Matthews in 2011, he served as Chief Accounting Officer at Invesco Ltd., responsible for corporate accounting and financial reporting to the firm’s Senior Managing Directors and Board of Directors, and all public reporting. David had previously been Chief Financial Officer of Invesco's Institutional and Global divisions and served in a variety of roles at Invesco after joining the firm in 1991. He began his career with KPMG in London in 1982 and five years later joined the firm’s Atlanta office, where he worked as a Senior Manager in the international auditing practice. David received a B.S. in Economics and Accounting from the University of Bristol in the United Kingdom and is a Chartered Accountant.


Frank Wheeler

Global Head of Distribution and Marketing

Frank Wheeler is Global Head of Distribution and Marketing at Matthews International Capital Management, LLC. He has overall responsibility for the firm’s marketing, business development strategy, client services and sales efforts. Prior to joining Matthews in 2013, he served as Executive Vice President, Head of Product and Marketing with Nuveen Investments in Chicago. Previously, he was Head of Distribution for FAF Advisors/ First American Funds in Minneapolis. From 2000 to 2006, Frank held several senior roles at Merrill Lynch Investment Managers in both New York and in Tokyo, including Managing Director, Chief Marketing Officer for Asia Pacific. Earlier in his career, he held a variety of marketing and brand management roles at Morgan Stanley and Procter & Gamble. Frank earned an M.B.A. in Marketing and Finance from The Wharton School, University of Pennsylvania and received a B.A. in Management Economics and French from Hampden-Sydney College.


Jonathan D. Schuman

Head of Global Business Development

Jonathan Schuman joined Matthews International Capital Management, LLC in 2010 as an Executive Vice President. He is responsible for leading the firm’s international business development strategy, developing relationships with key distribution partners and directing the firm’s global sales efforts. Prior to joining the firm, Jonathan was a Managing Director at PineBridge Investments (formerly AIG Investments) in Tokyo, responsible for institutional sales and client relations, product development, marketing and RFP functions for AIG’s third-party investment management business in Japan. He also served as Assistant General Counsel for Legal and Government Affairs for AIG Companies, Japan and Korea. Jonathan earned a J.D. from Harvard Law School, a M.A.L.D from The Fletcher School of Law and Diplomacy and a B.A. in Asian Studies from Williams College. He has served as Co-Chair of the Financial Services Committee at the American Chamber of Commerce in Japan, and is fluent in Japanese.


Mark Lidstone

Head of Global Marketing

Mark Lidstone joined Matthews International Capital Management, LLC in 2012 as a Senior Vice President responsible for the firm’s marketing activities, brand building efforts and shareholder services. Most recently, he worked with Aberdeen Asset Management in Toronto where he served as Head of Marketing for the firm’s Canadian operations. Prior to this, Mark headed Aberdeen’s marketing efforts out of Hong Kong in support of sales objectives across the institutional, retail and private bank distribution channels. He also spent over seven years at Credit Suisse Asset Management and held a variety of marketing and communications roles, leading teams out of both London and Hong Kong. Mark earned an M.B.A from Warwick Business School in the U.K and received a B.Sc. in Biology with Business Studies from the University of London.


Manoj (Tito) K. Pombra

Chief Compliance Officer

Manoj (Tito) Pombra is Chief Compliance Officer at Matthews International Capital Management, LLC. Prior to joining Matthews in 2005, he was Senior Manager/Manager of Mutual Fund Compliance at Franklin Templeton Investments. Tito also served as Financial Reporting Manager at infoUSA.com and in various fund accounting, legal and compliance positions for over 10 years at Franklin Templeton Investments. Tito began his investment career at Dreyfus Funds as a Fund Accountant. He received a B.S. in Accounting and Economics from Queens College in New York and is a member of the Board of Directors of the National Society of Compliance Professionals (NSCP).


Timothy B. Parker

General Counsel

Timothy Parker joined Matthews International Capital Management, LLC in 2005 as General Counsel. Prior to joining Matthews, he was a Partner with Kirkpatrick & Lockhart Nicholson Graham LLP, where he represented investment advisers, mutual funds, independent directors and hedge funds in regulatory, enforcement and transactional matters. Tim also served as Global Head of Compliance and Risk Management for Allianz Dresdner Asset Management, where he was responsible for developing and coordinating compliance and risk management systems for Allianz asset management subsidiaries globally, and was a Managing Director of RCM Global Investors, where he served in several legal and compliance roles. Tim received a J.D. from Hastings College of Law and an A.B. in History from the University of California, Berkeley.


David W. Monroe

Deputy General Counsel

David Monroe is Deputy General Counsel at Matthews International Capital Management, LLC. Prior to joining Matthews in 2014, he served as Senior Managing Director, Chief Legal Officer and Co-Chair of the Global Risk Control Group for Nikko Asset Management Co., Ltd. in Tokyo. During his seven years at Nikko Asset Management, David was responsible for leading the firm’s global legal and compliance divisions during a period of rapid expansion of the firm’s footprint throughout Asia-Pacific. Prior to that, David led the legal and compliance functions for several large asset management group companies in Japan, including Fidelity Investments Japan, where he was the firm’s Chief Legal Officer and Chief Compliance Officer. David served approximately six years as Chair of the American Chamber of Commerce Japan Investment Management Committee and is a past winner of the Japan In-House Counsel of the Year Award presented by Asian Legal Business. He received a B.S. in Business Administration with a Concentration in East Asian Languages and Culture from the University of Kansas and a J.D. from Columbia University School of Law.


James E. Walter, CFA

Head of Investment Operations

James Walter is Executive Vice President of Investment Operations at Matthews International Capital Management, LLC. James joined Matthews in 1996, and has built his investment career at the firm. James received a B.S. in Business Administration from John Carroll University.


John P. McGowan

Head of Fund Administration

John McGowan joined Matthews International Capital Management, LLC in 2004. Prior to joining Matthews, John served as Chief Operating Officer at Forward Funds and ReFlow LLC, a mutual fund liquidity solution provider. Previously, he was a Director of Client Services at PFPC Global Fund Services. John has more than 20 years of financial services experience including positions at M&T Bank, First Pacific Advisors Inc. and Boston Financial Data Services, Inc. He is a member of the Executive Committee and Board of Governors of the Mutual Fund Education Alliance. John received a B.A. in Marketing from Clarkson University. John is a registered representative of Foreside Funds Distributors LLC.


Cheryl Fung

Head of Global Human Resources and Office Administration

Cheryl Fung joined Matthews International Capital Management, LLC in 2008, and is currently Senior Vice President of Human Resources (HR), responsible for leading the firm’s HR efforts. Cheryl has more than 18 years of experience in the field of human resources, and most recently was the HR Director for CollabNet Inc., a Bay Area technology company. Prior to this, Cheryl spent five years as Vice President of Human Resources with Morgan Stanley’s Online and Individual Investor Group in San Francisco. She also spent four years as the Business and Administration Manager with the Investment Banking division of Goldman Sachs in Singapore. Cheryl speaks both Mandarin and Cantonese fluently.


Mark W. Headley

Chairman

Mark Headley is Chairman of the Board of Directors of Matthews International Capital Management, LLC. Mark joined Matthews in 1995 and has been actively involved in Asian markets since 1989. He was an original member of the team that launched the first SEC-registered open-ended Asia (ex-Japan) fund. Mark received a B.A. in Economics and Politics from the University of California, Santa Cruz.