Michael Oh
Portfolio Manager at Matthews International Capital Management LLC
About
Michael Oh, CFA, is a Portfolio Manager at Matthews International Capital Management LLC (Matthews Asia) based in San Francisco, California. Since joining Matthews in 2000, he has advanced through various roles, including Research Analyst and Assistant Portfolio Manager, ultimately becoming the Lead Manager for the Matthews Asia Innovators Strategy. He currently manages several strategies and funds, including the Matthews Asia Innovators Fund (since 2006), the Matthews Asia Growth Fund (since 2020), the Matthews Asia Innovators Active ETF (since 2022), and the Matthews Korea Active ETF (since 2023).
Michael specializes in equity investments focused on the Asian region, with a particular concentration on innovation-led growth opportunities and technology sectors. His research background includes extensive coverage of the technology sector, where he has supported multiple strategies across Matthews' investment platform.
He earned his B.A. in Political Economy of Industrial Societies from the University of California, Berkeley, and is fluent in Korean. Over his more than two-decade career at Matthews, Michael has contributed significant thought leadership and performance results, establishing himself as a leading expert in Asian equity markets and innovation-driven strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Matthews Asia | Portfolio Manager | Jan 2006 to Present | Lead Portfolio Manager Matthews Asia Innovators Strategy since 01/2009 Lead Portfolio Manager Matthews Korea Strategy since 01/2010 Lead Portfolio Manager Matthews Asia Growth Strategy since 12/2023 |
Education
University Of California - Berkeley
1995 — 1999
Others at Matthews International Capital Management LLC (11)
| Name | Role | Location |
|---|---|---|
A Angela Wang | Vice President, National Accounts | San Francisco, CA , United States |
| Vice President, Communications Strategist | CA , United States | |
J John McGowan | Senior Vice President | Danville, CA , United States |
| Research Analyst | San Francisco, CA , United States | |
C Chris Fung | System Analyst | United Kingdom |
H Hardy Zhu | Senior Research Analyst | Shanghai, China |
I In Song | Portfolio Manager | Davis, CA |
| Portfolio Manager | Hong Kong | |
| Senior Equity Research Analyst | San Francisco, CA , United States | |
S Swagato Ghosh | Portfolio Manager | Hong Kong |