Counterpoint Global
Capabilities: Active Fundamental Equity
Counterpoint Global
Capabilities: Active Fundamental Equity

Counterpoint Global

Capabilities: Active Fundamental Equity

 
 
Summary

Counterpoint Global, one of our Active Fundamental Equity teams, makes long-term investments in unique companies whose market value can increase significantly for underlying fundamental reasons. Their portfolios are typically concentrated and differentiated from their benchmarks. Counterpoint Global consists of 24 people, including 15 investment professionals and two disruptive change researchers. The team’s culture fosters collaboration, creativity, continued development, and differentiated thinking.

‘‘

We have a culture that inspires intellectual curiosity and flexibility.

 
 
 
Investors
Dennis Lynch
Head of Counterpoint Global
25 years industry experience
Sandeep Chainani
Managing Director
23 years industry experience
Armistead Nash
Managing Director
19 years industry experience
David Cohen
Managing Director
31 years industry experience
Alex Norton
Executive Director
24 years industry experience
Kristian Heugh
Managing Director
18 years industry experience
Krace Zhou
Managing Director
11 years industry experience
Wendy Wang
Executive Director
11 years industry experience
 

May not represent all Investors.

Morgan Stanley Counterpoint Global is a team within Morgan Stanley Investment Management that makes long-term investments in unique companies whose market value can increase significantly for underlying fundamental reasons.

 
 
LEAD MANAGER: Dennis Lynch
Invests primarily in established and emerging small cap companies domiciled in the United States.  
Invests primarily in established and emerging mid cap companies domiciled in the United States.  
Invests primarily in established and emerging large cap companies domiciled in the United States.  
Invests primarily in established and emerging companies domiciled in the United States.  
Invests primarily in established large cap companies domiciled in the United States.  
Invests primarily in established large cap companies globally.  
LEAD MANAGER: Kristian Heugh
Invests in high quality established and emerging companies located in Asia (excluding Japan) that the team believes are undervalued at the time of investment.  
Invests globally in high quality established and emerging companies that the team believes are undervalued at the time of investment.  
Invests internationally in high quality established companies that the team believes are undervalued at the time of investment.  
Invests internationally in high quality established and emerging companies that the team believes are undervalued at the time of investment.  
 
 
 
 

As of 10/31/2016. Team information may change from time to time.

The information on this page is solely for informational purposes only. It is intended for the benefit of third party issuers and those seeking information about alternatives investment strategies. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction.

All investing involves risks, including a loss of principal. Alternative investments are speculative and involve a high degree of risk. These investments are designed for investors who understand and are willing to accept these risks. Performance may be volatile, and an investor could lose all or a substantial portion of his or her investment.

Please refer to the strategy detail page for important information on the strategy, including additional risk considerations.

 

It is important that users read the Terms of Use before proceeding as it explains certain legal and regulatory restrictions applicable to the dissemination of information pertaining to Morgan Stanley Investment Management's investment products.

The services described on this website may not be available in all jurisdictions or to all persons. For further details, please see our Terms of Use.

Not FDIC Insured—Offer No Bank Guarantee—May Lose Value
Not Insured By Any Federal Government Agency—Not A Deposit

Privacy & Cookies    •    Terms of Use

©  Morgan Stanley. All rights reserved.

Morgan Stanley Distribution, Inc. Member FINRA/SIPC.