Morgan Stanley Tactical Value Investing
Capabilities: Private Credit & Equity
Morgan Stanley Tactical Value Investing
Capabilities: Private Credit & Equity

Morgan Stanley Tactical Value Investing

Capabilities: Private Credit & Equity

 
 
Summary

Morgan Stanley Tactical Value Investing is an investment platform targeting private, long-term and likely illiquid investments. The investment team seeks to make opportunistic investments globally and has the flexibility to invest in all asset classes and all parts of the capital structure. Depth of expertise, combined with Morgan Stanley’s global resources, network and franchise, allows the team to move quickly and focus on providing nimble, opportunistic capital to more complex asset classes or credit situations. Moreover, the freedom to source opportunities across the broad investment spectrum enables the team to pursue investments unconstrained by the usual rigid alternative investment mandates.

‘‘

Our team's structuring expertise, complemented by Morgan Stanley's broad capabilities and transaction knowledge, enable us to address a company’s unique capital needs or idiosyncratic risks

 
 
 
Portfolio Managers
Thomas Cahill
Co-Head of Tactical Value Investing
29 years industry experience
Pedro Teixeira
Co-Head of Tactical Value Investing
18 years industry experience
Henri Buchsteiner
Executive Director
7 years industry experience
Tia Lowe
COO and CFO, Tactical Value Investing
17 years industry experience
Frederik Wijsenbeek
Executive Director
20 years industry experience
Teddy Cummings
Vice President
7 years industry experience
Kevin Lin
Vice President
7 years industry experience
 

CONTACT US

For more information about Morgan Stanley Tactical Value Investing, please contact
private.equity@morganstanley.com

Portfolio

There are no companies in the current portfolio

 
 
Strategies
Provides nimble, opportunistic capital with the flexibility to invest across asset classes, sectors and geographies in changing market environments. Directly interfaces with Morgan Stanley's global platform to source proprietary opportunities.  
 
 
 
 

As of 4/18/2019. Team and portfolio information may change from time to time.

The information presented herein is solely for informational and educational 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 information provided has been prepared solely for information purposes and does not constitute an offer or a recommendation to buy or sell any particular security or to adopt any specific investment strategy. The information herein has not been based on a consideration of any individual investor circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. To that end, investors should seek independent legal and financial advice, including advice as to tax consequences, before making any investment decision.  There is no guarantee that any investment strategy will work under all market conditions, and each investor should evaluate their ability to invest for the long-term, especially during periods of downturn in the market.

Any views and opinions provided are those of the portfolio management team and are subject to change at any time due to market or economic conditions and may not necessarily come to pass. Furthermore, the views will not be updated or otherwise revised to reflect information that subsequently becomes available or circumstances existing, or changes occurring. The views expressed do not reflect the opinions of all portfolio managers at Morgan Stanley Investment Management or the views of the firm as a whole, and may not be reflected in all the strategies and products that the Firm offers.

Any investments discussed herein are for illustrative purposes only and are provided solely to demonstrate the Team's views and type of analysis used in implementing their investment strategy. There is no guarantee that the investment mentioned will perform well in the future. The statements above reflect the views and opinions of the Team as of the date hereof and not as of any future date, and will not be updated or supplemented.

Diversification does not protect you against a loss in a particular market; however it allows you to spread that risk across various asset classes.  Past performance is no guarantee of future results.

Leveraging Morgan Stanley Resources - Subject to third party confidentiality agreement obligations and information barriers established by Morgan Stanley to manage potential conflicts of interest and applicable allocation policies.

Alternative investments are speculative and include a high degree of risk. Investors could lose all or a substantial amount of their investment. Alternative investments are suitable only for long-term investors willing to forego liquidity and put capital at risk for an indefinite period of time. Alternative investments are typically highly illiquid – there is no secondary market for private funds, and there may be restrictions on redemptions or assigning or otherwise transferring investments into private funds. Alternative investment funds often engage in leverage and other speculative practices that may increase volatility and risk of loss. Alternative investments typically have higher fees and expenses than other investment vehicles, and such fees and expenses will lower returns achieved by investors.

In the ordinary course of its business, Morgan Stanley engages in a broad spectrum of activities including, among others, financial advisory services, investment banking, asset management activities and sponsoring and managing private investment funds. In engaging in these activities, the interest of Morgan Stanley may conflict with the interests of clients.

Alternative investment funds are often unregulated, are not subject to the same regulatory requirements as mutual funds, and are not required to provide periodic pricing or valuation information to investors. The investment strategies described in the preceding pages may not be suitable for your specific circumstances; accordingly, you should consult your own tax, legal or other advisors, at both the outset of any transaction and on an ongoing basis, to determine such suitability.

No investment should be made without proper consideration of the risks and advice from your tax, accounting, legal or other advisors as you deem appropriate.

Morgan Stanley is a full-service securities firm engaged in a wide range of financial services including, for example, securities trading and brokerage activities, investment banking, research and analysis, financing and financial advisory services. Morgan Stanley Investment Management is the asset management division of Morgan Stanley.

 

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