Steven T. Howard is a Managing Director at Morgan Stanley Investment Management and co-manages the Fundamental All-Cap Equity portfolios and the Fundamental Small/Mid-Cap Strategy for Fundamental Equity Advisors. He has 19 years of investment industry experience. Previously, he worked in Morgan Stanley’s Portfolio Strategy and Research Group and co-managed the Equity Model Portfolios and the Priority Equity Recommended List for the Equity Model Portfolio team. In that role, Steven helped build and manage model portfolios with a focus on risk management and capital preservation. In addition, he provided research and portfolio commentary, authored strategy publications, and contributed to various firm publications. Steven joined the Equity Model Portfolio team in 2003. Prior to his current role, he spent two years managing the Citi Private Client Investment Strategy team in London. He also worked as the Financial Services Strategist for Smith Barney in New York. Steven attended Middlebury College in Middlebury, Vermont, where he graduated with an honors degree in history. He also received an MBA in accounting and finance from New York University Stern School of Business.
|Seeks to generate income by actively investing in approximately 20-40 Master Limited Partnerships (MLPs) with tax-deferral benefits.|
|Seeks to outperform the Russell 3000 Index with an actively managed portfolio of approximately 25-60 stocks, excluding Master Limited Partnerships (MLPs), with a focus on risk management.|
|Seeks to outperform the Russell 2500 Index with an actively managed portfolio of approximately 25-60 small and mid cap stocks, with a focus on risk management.|