The International Equity team believes the best route to attractive long-term returns is to invest in high-quality companies that compound steadily over time. By investing in companies with strong and sustainable earnings, the team seeks to compound shareholder wealth over the long term and limit downside participation.  Their history of working together for many years, their breadth of experience across sectors, and their culture of critical analysis is itself a competitive advantage for clients invested in their strategies.

Meet the Investment Team

 
Portfolio Managers
 
Portfolio Specialist
 
 
 
Strategies
Invests in high quality global businesses, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation.  
Concentrated portfolio of 20-40 high quality global businesses, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation.  
Invests in high quality resilient companies with strong management, high returns on capital, and strong free-cash-flow generation.  
Invests in 25-50 high quality global businesses, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation – while avoiding exposure to business activities such as alcohol, tobacco, fossil fuels and weapons.  
Invests in both high quality compounders and value opportunities, primarily in developed markets outside the US. The compounders are characterized by high returns on operating capital employed and strong free cash flow. The value opportunities tend to be more cyclical, with improving or mispriced fundamentals.  
Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.  
Invests in 20-50 high quality, predominantly US companies, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation.  
Invests in 20-50 high quality, predominantly non-U.S. companies, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation.  
 
 

 

当ページの情報は、モルガン・スタンレー・インベストメント・マネジメント株式会社(以下、当社)が、投資一任契約においてご提供する運用プロダクトに関連する情報提供を目的として作成したものです。本資料は当社が信頼できると判断した情報を元に、十分な注意を払い作成しておりますが、当社はその正確性や完全性をお約束するものではありません。

 

This is a Marketing Communication.

モルガン・スタンレー・インベストメント・マネジメント株式会社
金融商品取引業者 関東財務局長(金商)第410号

加入協会:日本証券業協会、一般社団法人投資信託協会、
一般社団法人日本投資顧問業協会、一般社団法人第二種金融商品取引業協会


プライバシー・ステートメント    •    利用条件    •    オフィス所在地    •    日本におけるモルガン・スタンレー

©  Morgan Stanley. All rights reserved.