International Equity Team
Capabilities: Active Fundamental Equity
International Equity Team
Capabilities: Active Fundamental Equity

International Equity Team

Capabilities: Active Fundamental Equity

 
 
Summary

The International Equity team, part of our Active Fundamental Equity capability, follows a disciplined investment process based on fundamental analysis and bottom-up stock selection, with sector, industry and stock weights driven by an assessment of each stock’s quality and value characteristics. They believe that the best route to attractive long-term returns is through compounding and providing a measure of downside protection. The team's experience provides a competitive advantage in itself—their years of working together, their breadth of experience across sectors, and a culture of critical analysis underpin their focus on quality. The team’s long-term investment horizon seeks high-quality businesses that have the potential to compound shareholder wealth over time.

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High quality companies must also have high quality managements.

 
Insights
Investment Insight
Head to Head: Global Brands and Global Quality
Jul 09, 2018
The International Equity Team’s Laura Bottega poses some topical questions about the team’s MS INVF Global Brands and Global Quality Funds to portfolio manager Bruno Paulson
Global Equity Observer
The Risk of Losing Money
Jun 18, 2018
Don’t lose money – the International Equity Team explains how investing in high quality mitigates this fundamental risk.
Global Equity Observer
The Pricing Power of Staples
May 17, 2018
Do consumer staples still have pricing power? The International Equity Team believes yes, those compounders that are well invested still do.
 
 
Portfolio Managers
Head of International Equity Team
26 years industry experience
Managing Director
24 years industry experience
Executive Director
20 years industry experience
Executive Director
20 years industry experience
Executive Director
16 years industry experience
Executive Director
18 years industry experience
Executive Director
10 years industry experience
Executive Director
8 years industry experience
Vice President
11 years industry experience
 
 
 
Invests in global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation.  
Invests in global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation.  
Invests in high-quality resilient companies with strong management, high returns on capital, and strong free-cash-flow generation.  
Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.  
Invests in 25-50 high-quality, world class companies at reasonable valuations that can sustain their high returns on operating capital over the long term.  
 
 
 
 

As of 2/29/2016. Team information may change from time to time.

References to "High Quality" reflect the investment team's opinions regarding certain factors of an issuer which may be subjective. The views and opinions expressed herein are those of the portfolio management team.

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