Dirk is a portfolio manager for the London-based International Equity team. He joined Morgan Stanley in 2013 and has 20 years of investment experience. Prior to joining the firm, Dirk worked for Société Générale as Global Head of Bank Sector Research. Previously, was a senior research analyst covering European Banks at Sanford Bernstein. Prior to that, Dirk spent five years as a consultant for McKinsey & Company and three years as a strategy manager at ABN Amro. Dirk has a Ph.D. in Law from Christian Albrechts University of Kiel, Germany and trained and worked as a lawyer at Freshfields Bruckhaus Deringer.
|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.|