Nic is a portfolio manager for the London-based International Equity team. He joined Morgan Stanley in 2015 and has 20 years of industry experience. Prior to joining the team, Nic worked for Credit Suisse within a top industry ranked consumer staples team covering Food manufacturing, HPC, beverages and tobacco. Before that he headed the consumer research team at Unicredit and was a senior analyst at Merrill Lynch and Lehman Brothers covering pan-European Food manufacturing and HPC. Nic received a B.A. in Economics from Sheffield University. Nic is a longtime supporter of Place 2Be, the leading national children’s mental health charity.
|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.|