Bruno Paulson

Managing Director
28 years industry experience

Biography

Bruno is a portfolio manager for the London-based International Equity team. He joined Morgan Stanley in 2009. Prior to joining the firm, Bruno worked for Sanford Bernstein in London, where he was a Senior Analyst covering the financial sector for eight years. Previously, he was a manager at the Boston Consulting Group where he focused on the financial services industry. Bruno has an MBA from INSEAD where he received the Ford Prize for graduating top of class. He was also a Research Fellow in Political Economy at Nuffield College, Oxford, and received a B.A. in Politics, Philosophy and Economics with 1st Class Honors from Keble College, Oxford. Bruno was a parent-founder of The Rise School, a free school for children with high-functioning autism. He is a governor at Kensington Aldridge Academy, where he chairs the Business Committee.

Bruno is a member of the
International Equity Team

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Strategies

Strategy Name	Description
Global Franchise Strategy	Invests in global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation.
Global Quality Strategy	Invests in high-quality resilient companies with strong management, high returns on capital, and strong free-cash-flow generation.
Global Sustain Strategy	Invests in 25-50 high quality, world-class companies at reasonable valuations that can sustain their high returns on operating capital over the long term.
International Equity Strategy	Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.
International Equity Plus Strategy	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.

Global Franchise Strategy

Invests in global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation.

Global Quality Strategy

Invests in high-quality resilient companies with strong management, high returns on capital, and strong free-cash-flow generation.

Global Sustain Strategy

Invests in 25-50 high quality, world-class companies at reasonable valuations that can sustain their high returns on operating capital over the long term.

International Equity Strategy

Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.

International Equity Plus Strategy

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.

News & Insights

Global Equity Observer

Superpowers to the Rescue?

Oct 31, 2022

If the current good times for corporates turn into tough times, the International Equity team believes the twin superpowers of pricing power and recurring revenues will be essential. Bruno Paulson explains.

Global Equity Observer

Access Active

Sep 27, 2022

As earnings resilience and pricing power become ever-more significant in a world of rising rates, inflation, regulation and the energy crisis, the International Equity Team explains why they believe their active approach is more important than ever.

Global Equity Observer

Markets Are Down, but Earnings Are Not…Yet

Jul 26, 2022

After the worst start to a year in more than 50 years, the market’s earnings look distinctly vulnerable, given their current elevated level and the probable economic slowdown. In this uncertain macroenvironment, the International Equity Team discusses how to keep a portfolio robust.

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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.

Bruno Paulson

Managing Director | 28 years industry experience

Bruno Paulson

Managing Director 28 years industry experience

Biography

Strategies

Strategies

News & Insights

News & Insights

Managing Director
28 years industry experience