Witan Pacific Investment Trust Plc

Witan Pacific Investment Trust Plc
Witan Investment Services Limited
Closed Ended Investment Company
Asia Pacific
1.04 %
Risk Rating
3 Year Sharpe
3 Year Alpha
1.9 %
MSCI AC Asia Pacific Free
Fund Size
£ 213.36 million
Discount Premium
To provide shareholders with capital and income growth from a diversified portfolio of investments in the Asia Pacific region designed to outperform the MSCI AC Asia Pacific Index in sterling terms.
Holding %
Taiwan Semiconductor Manufacturing Co Ltd 3.22 %
Samsung Electronics Co Ltd Participating Preferred 2.56 %
AS SICAV I Indian Equity Z AIncUSD 2.30 %
Ping An Insurance (Group) Co. of China Ltd Class H 1.69 %
AS SICAV I China A Share Eq ZAIncUSD 1.63 %
Minth Group Ltd 1.62 %
AIA Group Ltd 1.52 %
Hyundai Mobis Co Ltd 1.49 %
China Construction Bank Corp Class H 1.28 %
Shenzhou International Group Holdings Ltd 1.23 %
Region %
Asia - Emerging 34.02 %
Japan 30.01 %
Asia - Developed 28.00 %
Australasia 5.34 %
Sector %
Financial Services 18.05 %
Technology 16.40 %
Consumer Cyclical 13.62 %
Industrials 12.26 %
Consumer Defensive 10.37 %
Basic materials 6.98 %
Real Estate 6.18 %
Healthcare 5.96 %
Communication Services 5.34 %
Witan Investment Services Limited
SW1H 9AA, London, United Kingdom
Legal Structure
Closed Ended Investment Company


Sherwood Zhang
Joined 12/31/2018

Sherwood Zhang is a Portfolio Manager at Matthews. Prior to joining the firm 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 M.B.A. 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 M.B.A. from the University of Maryland and his Bachelor of Economics in Finance from Shanghai University. Sherwood is fluent in Mandarin and speaks conversational Cantonese.

Vivek Tanneeru
Joined 12/31/2018

Vivek Tanneeru is a Portfolio Manager at Matthews. Prior to joining the firm in 2011, Vivek was an Investment Manager on the Global Emerging Markets team of Pictet Asset Management in London. While at Pictet he also worked on the firm’s Global Equities team, managing Japan and Asia ex-Japan markets. Before earning his M.B.A. from the London Business School in 2006, Vivek was a Business Systems Officer at The World Bank and served as a Consultant at Arthur Andersen Business Consulting and Citicorp Infotech Industries. Vivek received his Master’s in Finance from the Birla Institute on Technology & Science in India. He is fluent in Hindi and Telugu.

Yu Zhang
Joined 05/01/2012

Yu Zhang is a Portfolio Manager at Matthews. Prior to joining the firm in 2007 as a Research Associate, Yu was an Analyst researching Japanese companies at Aperta Asset Management from 2005 to 2007. Before receiving a graduate degree in the U.S., he was an Associate in the Ningo, China office of Mitsui & Co., a Japanese general trading firm. Yu received a B.A. in English Language from the Beijing Foreign Studies University, an M.B.A. from Suffolk University and an M.S. in Finance from Boston College. He is fluent in Mandarin.

Robert Horrocks
Joined 05/01/2012

Robert Horrocks is Chief Investment Officer at Matthews International Capital Management, LLC. Before joining Matthews in August 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. He started his career as a Research Analyst with WI Carr Securities before moving on to spend eight years working in several different Asian jurisdictions for Schroders.Robert earned his PhD in Chinese Economic History from Leeds University in the United Kingdom, and is fluent in Mandarin.

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