About
Swagato Ghosh is a Portfolio Manager at Matthews International Capital Management LLC, based in Hong Kong, where he co-manages the firm’s India Strategy, including the Matthews India Fund and the Matthews India Active ETF. His key responsibilities focus on overseeing investment portfolios that seek long-term capital appreciation by investing primarily in publicly traded companies with substantial ties to India, covering sectors such as banks, software & computer services, finance & credit services, personal goods, pharmaceuticals, automobiles & parts, construction & materials, and consumer discretionary.
Before joining Matthews in 2022, Ghosh was an investment analyst at Franklin Templeton India, where he led research for the cement, real estate, and consumer discretionary sectors. From 2016 to 2018, he researched the U.S. healthcare sector as an investment analyst at Goldman Sachs Asset Management, and earlier worked as an equity research analyst at Jefferies India. This diverse background brings strong expertise in both India and global equities to his current role.
Ghosh holds a B.Tech in Mining Engineering from the Indian Institute of Technology Kharagpur and an MBA from the Indian Institute of Management Calcutta. He is licensed for regulated investment activities by the Hong Kong Securities and Futures Commission and is fluent in Hindi and Bengali. His significant contributions include leading sector-focused research and driving investment performance across multiple asset classes, with a specialized focus on Indian equities and emerging markets.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Matthews Asia | Portfolio Manager | Dec 2023 to Present | — |
| Matthews Asia | Investment Analyst | Apr 2022 to Present | — |
| Franklin Templeton | Equity Research Analyst | Apr 2018 to Apr 2022 | — |
| Goldman Sachs | Vice President | Dec 2017 to Mar 2018 | — |
| Goldman Sachs | Research Associate | Jan 2017 to Dec 2017 | — |
| Goldman Sachs | Research Analyst | Jan 2016 to Dec 2016 | — |
| Jefferies | Equity Research Analyst | Jun 2013 to Dec 2015 | — |
| j.p. Morgan | Summer Intern | Apr 2012 to May 2012 | — |
| Coal India Limited | Management Trainee | Jul 2010 to Feb 2011 | — |
| Engineers for Social Impact | Fellow | Jan 2010 to Jan 2010 | — |
Education
Indian Institute of Management, Calcutta
Finance
2011 — 2013
Indian Institute of Technology, Kharagpur
Bachelor of Technology, Mining Engineering
2006 — 2010
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 | |
M Michael Oh | Portfolio Manager | San Francisco, CA , United States |
| Senior Equity Research Analyst | San Francisco, CA , United States |