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, seeks to make 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 26 people, including 16 investment professionals and two disruptive change researchers. The team’s culture fosters collaboration, creativity, continued development, and differentiated thinking.

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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 seeks to make 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.  
Invests primarily in established large cap companies globally that can benefit from scale and cost advantages.  
Invests primarily in established and emerging companies across market capitalizations 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 10/31/2019. Team information may change from time to time.

This material is a general communication, which is not impartial and has been prepared solely for informational and educational purposes and does not constitute an offer or a recommendation to buy or sell any particular security or to adopt any specific investment strategy. All investments involve risks, including the possible loss of principal. 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.

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.

 

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