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

Active International Allocation Team

Capabilities: Active Fundamental Equity

 
 
Summary

The Active International Allocation team, part of our Active Fundamental Equity capability, has followed a distinct, disciplined and consistent investment process since 1986. They believe that economic, political and business fundamentals are the main drivers of future investment returns (and risks). The team’s approach emphasizes countries, sectors and industries. They believe that macro investment factors can be just as potent as bottom-up investment factors, and they seek to exploit how most money managers look at stocks and analyze individual corporate managements.

‘‘

Qualitative judgment is the linchpin of our decision-making process.

 
 
 
Portfolio Managers
Ben Rozin
Executive Director
14 years industry experience
Jitania Kandhari
Managing Director
20 years industry experience
 
 
 
Strategies
Seeks long-term capital appreciation by investing in global equities utilizing a top-down approach that actively selects regions, countries, sectors and industries.  
Seeks long-term capital appreciation by investing primarily in equity securities of non-U.S. issuers.  
Seeks long-term capital appreciation by investing primarily in global equity securities.  
 
 
 
 

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.

 

Morgan Stanley Investment Management (Australia) Pty Limited operates under AFSL No: 314182.

Not to be shown, quoted or distributed to the public. The information shown in this website is not personal advice and does not take into account the investment objectives, financial situation or needs of any person.

Information on this website should not be considered a solicitation to buy, an offer to sell or a recommendation for any security in any jurisdiction where such an offer, solicitation or recommendation would be unlawful or unauthorized. In addition, investments may not be made via this website.

Past performance of any product described on this site is not a reliable indication of future performance.


Privacy & Cookies    •    Terms of Use

©  Morgan Stanley | Investment Management (Australia) Pty Limited ACN 122040037