Dennis Lynch

Head of Counterpoint Global
28 years industry experience

Biography

Dennis Lynch is Head of Counterpoint Global at Morgan Stanley Investment Management. He joined Morgan Stanley in 1998 and has 28 years of investment experience. Prior to joining the firm, he worked as a sell-side analyst for J.P. Morgan Securities. Dennis received a B.A. in political science from Hamilton College and an M.B.A. with honors in finance from Columbia University.

Dennis is a member of
Counterpoint Global

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Strategies

Strategy Name	Description
Counterpoint Global	Invests primarily in established and emerging companies globally.
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.
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.
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.

Counterpoint Global

Invests primarily in established and emerging companies globally.

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.

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.

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

ROIC and Intangible Assets

Nov 09, 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

Oct 06, 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.

Consilient Observer

Market Share

Sep 15, 2022

We examine whether a study of market share can help us determine if a company has a sustainable competitive advantage. This takes us on a journey that includes life cycles, market share, concentration, markups, intangibles, and "superstars".

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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.

Dennis Lynch

Head of Counterpoint Global | 28 years industry experience

Dennis Lynch

Head of Counterpoint Global 28 years industry experience

Biography

Strategies

Strategies

News & Insights

News & Insights

Head of Counterpoint Global
28 years industry experience