Overview

Morgan Stanley Investment Management seeks to generate outstanding returns for our clients by helping management teams build enduring businesses. 

We invest exclusively in segments of the private markets that, in our view, are generally underserved by other providers of capital. Within these areas, we look for situations where we believe our expertise and access to the unparalleled resources of Morgan Stanley can make an outsized impact on a company’s growth trajectory. 

Capabilities and Approach

Our Strategies

For over 30 years, Morgan Stanley Investment Management has been a significant provider of capital to middle-market companies in North America. We invest across a range of industries and specialize in buyout strategies, including founder recapitalizations and “buy and build-up” situations. In addition, we have a well-established team that focuses on late-stage investing in high-growth companies and, for close to 25 years, we have been a leading player in the Asia-Pacific private equity market.

The Power of Partnership

Our portfolio companies benefit from the expertise and experience of our private equity professionals and access to the unparalleled resources of Morgan Stanley.

Our operating partners help our portfolio companies sharpen their business plans and improve their efficiency. The Firm's global relationship network enables us to identify and recruit high-caliber executives and board members, and our thought leaders share their insights with our management teams.

Expertise Across Business Sectors

Our Investment Teams

Investment Team
Morgan Stanley Capital Partners
Morgan Stanley Energy Partners
Morgan Stanley Expansion Capital
Morgan Stanley Private Equity Asia

Browse Our Other Capabilities

 

As of September 30, 2017. Team and portfolio information may change from time to time.

The percentages shown in the chart above are based upon the combined number of portfolio companies in each sector that are listed in the Private Equity Portfolio section of this website.  These figures include both current and exited investments. This chart is not a representation of the original cost basis or the current fair market value of the underlying investments. Totals include legacy energy investments executed by Morgan Stanley Energy Partners (MSEP) prior to 2015 through the Morgan Stanley Capital Partners (MSCP) investment platform.

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.

CRC# 1872403 Exp. 10/01/2018 

 

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