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Elli Lee
Portfolio Manager at Matthews International Capital Management LLC
About
Elli Lee is a Portfolio Manager at Matthews International Capital Management LLC, based in San Francisco, where she leads and co-manages several strategies focused on Asian equity markets. She is currently a Lead Manager of the Matthews Korea Fund and a Co-Manager of the Matthews Asian Growth and Income, Matthews Asia Dividend, and Matthews China Dividend Funds, with a primary focus on income-leaning and dividend-oriented Asia equities.
Lee's expertise spans company research, portfolio construction, and risk management, particularly within Asia ex-Japan, Greater China, and Korea equity markets. Her hands-on responsibilities include sector allocation and position sizing across strategies emphasizing dividend yield, sustainable income, and quality companies within her coverage universe.
Prior to joining Matthews in 2016, Elli held roles in institutional equity sales and equity research at Bank of America Merrill Lynch. She holds a bachelor's degree in Economics from Bates College and a master's from the HKUST-NYU Stern MS in Global Finance program, underscoring her analytical rigor and global investment perspective.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Matthews Asia | Portfolio Manager | Apr 2016 to Present | — |
| Bank of America Merrill Lynch | Institutional Equity Sales | Jan 2014 to Apr 2016 | — |
| Bank of America Merrill Lynch | Equity Research Analyst | Feb 2006 to Jan 2014 | Senior research analyst covering Steel and Industrial sectors |
Education
Bates College
Bachelor's degree, Economics
HKUST-NYU Stern MS in Global Finance
Others at Matthews International Capital Management LLC (25)
| Name | Role | Location |
|---|---|---|
| Co-Portfolio Manager, Matthews Emerging Markets Fund | San Francisco, CA , United States | |
A Angela Wang | Vice President, National Accounts | San Francisco, CA , United States |
| Portfolio Manager | San Francisco, CA , United States | |
| Vice President, Communications Strategist | CA , United States | |
J Jason Ng | Analyst | New York, NY , United States |
J John McGowan | Senior Vice President | Danville, CA , United States |
| Vice President, Business Development | San Francisco, CA , United States | |
S Shuntaro Takeuchi | Portfolio Manager | San Francisco, CA , United States |
| Senior Research Analyst + Co-Portfolio Manager | CA , United States | |
| Healthcare Analyst | New York, NY , United States |
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