Nathan is a portfolio manager on the London-based International Equity team. He joined Morgan Stanley in July 2017 and has 18 years of investment experience. Prior to joining the team, Nathan was a Partner/Senior Analyst and developed markets equities generalist at Sloane Robinson. Prior to that he worked in equity research in Merrill Lynch’s Specialty Finance team and before that he qualified as a chartered accountant with Deloitte. He holds a BSc in Mathematics from Imperial College with 1st Class Honours, receiving the Institute of Mathematics and its Applications prize in his final year.
|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.|