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Elli Lee

Elli Lee

Portfolio Manager at Matthews International Capital Management LLC

San Francisco, CA , United States

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

OrganizationRoleDate RangeDetails
Matthews AsiaPortfolio ManagerApr 2016 to Present
Bank of America Merrill LynchInstitutional Equity SalesJan 2014 to Apr 2016
Bank of America Merrill LynchEquity Research AnalystFeb 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)

NameRoleLocation
Alex Zarechnak
Alex Zarechnak
Co-Portfolio Manager, Matthews Emerging Markets FundSan Francisco, CA , United States
A
Angela Wang
Vice President, National AccountsSan Francisco, CA , United States
Beini Zhou
Beini Zhou
Portfolio ManagerSan Francisco, CA , United States
Brian Cronk
Brian Cronk
Vice President, Communications StrategistCA , United States
J
Jason Ng
AnalystNew York, NY , United States
J
John McGowan
Senior Vice PresidentDanville, CA , United States
Lori Jenner
Lori Jenner
Vice President, Business DevelopmentSan Francisco, CA , United States
S
Shuntaro Takeuchi
Portfolio ManagerSan Francisco, CA , United States
Sojung Park
Sojung Park
Senior Research Analyst + Co-Portfolio ManagerCA , United States
Xiaobin Xu
Xiaobin Xu
Healthcare AnalystNew York, NY , United States
Showing 1-10 of 25 team members

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