Armistead Nash

Managing Director
23 years industry experience

Biography

Armistead Nash is an investor for Counterpoint Global. He joined Morgan Stanley in 2002 and has 23 years of investment experience. Armistead joined the team in 2004 as an investor. Previously, he was a member of the U.S. Research Group, working closely with Counterpoint Global. Prior to joining the firm, Armistead was an associate in investment product development at BlackRock Financial Management. Previously, he was a research analyst in high-yield research at KEA Capital. Armistead received a B.A. in history from the University of Virginia and an M.B.A. from the University of Virginia's Darden School of Business Administration.

Armistead is a member of
Counterpoint Global

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Strategies

Strategy Name	Description
Global Insight	Invests primarily in established and emerging companies globally.
Global Permanence	Invests primarily in established companies globally that benefit from efficient scale.
Inception	Invests primarily in established and emerging small cap companies in the United States.
Discovery	Invests primarily in established and emerging mid cap companies in the United States.
Growth	Invests primarily in established and emerging large cap companies in the United States.
Insight	Invests primarily in established and emerging companies in the United States.
Advantage	Invests primarily in established large cap companies in the United States.
Permanence	Invests primarily in established companies in the United States that benefit from efficient scale.

Global Insight

Invests primarily in established and emerging companies globally.

Global Permanence

Invests primarily in established companies globally that benefit from efficient scale.

Inception

Invests primarily in established and emerging small cap companies in the United States.

Discovery

Invests primarily in established and emerging mid cap companies in the United States.

Growth

Invests primarily in established and emerging large cap companies in the United States.

Insight

Invests primarily in established and emerging companies in the United States.

Advantage

Invests primarily in established large cap companies in the United States.

Permanence

Invests primarily in established companies in the United States that benefit from efficient scale.

News & Insights

Consilient Observer

Capital Allocation

14-Dec-2022

Counterpoint Global discusses their guide for thinking about value creation and how to assess a company’s capital allocation skills.

Consilient Observer

ROIC and Intangible Assets

09-Nov-2022

We extend the analysis from our recent report, “Return on Invested Capital,” by adjusting ROIC for all companies to reflect intangible investment. While the median and aggregate ROIC for the adjusted figures is similar to the traditional one, the main result is that extremely high and low ROICs regress toward the mean. We believe these adjustments represent a step toward a more accurate view of the magnitude and return on investment.

Consilient Observer

Return on Invested Capital

06-Oct-2022

We discuss how to calculate return on invested capital (ROIC) and show how it is connected to free cash flow, economic profit, and growth. We work through the challenges in estimating it, present empirical data, review how adjusting for intangible investments can reshape the figures, and include a case study.

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May not represent all Team Members.

The information on this page is 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.

Armistead Nash

Managing Director | 23 years industry experience

Armistead Nash

Managing Director 23 years industry experience

Biography

Strategies

Strategies

News & Insights

News & Insights

Managing Director
23 years industry experience