Committed partner.

Client-oriented solutions.

We are active managers across public and private markets worldwide, working to create alpha for our portfolios. With our deep-rooted culture of partnership, we seek to provide you with unique market insights and help you meet your clients’ needs.

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Awards 2017

Award Winning Active Management

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Investment Insight

Amazonians at the gate?

Resources

Factsheets

Sustainable Investing

We know the value of active management in today's market.

MS INVF Global Opportunity Fund

Class Z

ISIN: LU0552385535

Global Opportunity Fund

DAILY NAV

66.23 USD

MORNINGSTAR OVERALL RATING

Share Class - Z

611 EAA Fund Global Large-Cap Growth Equity - 31-Jul-2017

Past performance is no guarantee of future results. For complete information click here.

Investment Insight

Fishing for Stocks in China

Jun 09, 2017

Our location in Hong Kong gives us a unique perspective on the risks and opportunities of investing in China, a market we believe is ripe with opportunity for bottom-up stock picking, particularly in the consumer, internet, healthcare and education industries.

Investment Insight

Global Opportunity: Behind the Scenes with Kristian Heugh

Mar 01, 2016

Kristian Heugh defines the key differentiators and core values of his team’s investment process, focusing on competitive advantage and quality companies able to create value through growth.

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Team Profile

Growth Team

The Growth team seeks capital appreciation by investing with a long-term ownership mindset and focusing on fundamental, bottom-up analysis across the market-cap spectrum and geographies.

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MS INVF Global Brands Fund

Class Z

ISIN: LU0360482987

Global Brands Fund

DAILY NAV

56.63 USD

MORNINGSTAR OVERALL RATING

Share Class - Z

293 EAA Fund Sector Equity Consumer Goods & Services - 31-Jul-2017

Past performance is no guarantee of future results. For complete information click here.

Manager Q & A

Q&A with William Lock

Jan 31, 2017

William Lock discusses how a strategy that his team manages has incorporated the Buffett philosophy into a long standing, successful global investment strategy.

Investment Insight

Quality Traits

Jun 30, 2016

High quality companies have the ability, and habit, of generating high and consistent returns on operating capital, which leads to strong free cash flow and the ability to compound over the long term.

Team Profile

International Equity Team

The International Equity team follows a disciplined investment process based on fundamental analysis and bottom-up stock selection. They believe that the best route to attractive long-term returns is through compounding and providing a measure of downside protection.

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MS INVF Global Fixed Income Opportunities Fund

Class Z

ISIN: LU0694239061

Global Fixed Income Opportunities Fund

DAILY NAV

34.45 USD

MORNINGSTAR OVERALL RATING

Share Class - Z

139 EAA Fund Global Flexible Bond - 31-Jul-2017

Past performance is no guarantee of future results. For complete information click here.

Investment Insight

Outlook and Review of Global Fixed Income Opportunities

Aug 01, 2017

Jim Caron reviews the first half of 2017 and offers his insights into how the active management style of the Global Fixed Income Opportunities fund can take advantage of trends in the second half of the year.

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Investment Insight

Central Banks Talk Normalization

Jul 13, 2017

The team discusses the first half of 2017 and how central bank policies to remove accommodation will play a role in the second half of 2017.

Team Profile

Global Fixed Income Team

The Global Fixed Income team follows a seamless process with a global outlook. They seek to identify and capture the potential value in situations where the market's implied forecasts are extreme.

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In-depth Market Research

Macro Insight

A Midsummer Night's Illusion

Jul 31, 2017

This summer, investors briefly fell in love with the bond market, enchanted by a misunderstanding of the relationship between growth, inflation, productivity and wage growth.

Investment Insight

The EDGE: Machine Learning

Apr 28, 2017

The Growth Team examines machine learning, a new way to train computer systems to generate useful insights from data sets and apply those insights to new situations. This form of artificial intelligence has the potential to breed new industries and create efficiencies in existing ones.

Investment Insight

Infrastructure Investing and the Shifting Macro Environment

As the start of 2017, the Global Listed Real Assets team took this opportunity to explore the impact of the evolving geopolitical landscape on infrastructure in the U.S., particularly given the outcome of the U.S. presidential election and the uncertainty inherent in a transition of power.

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