MEDIA APPEARANCE
  •  
May 2019
Dennis Lynch featured in Investor’s Business Daily Best Mutual Fund Awards 2019 Article
 

MEDIA APPEARANCE

Dennis Lynch featured in Investor’s Business Daily Best Mutual Fund Awards 2019 Article

Dennis Lynch featured in Investor’s Business Daily Best Mutual Fund Awards 2019 Article

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May 2019

 
 

Dennis Lynch, Head of Counterpoint Global at Morgan Stanley Investment Management, was recently highlighted in the Investor’s Business Daily article, “These 2 Hot Sectors Help Morgan Stanley Stay Among Top Mutual Funds.”

The article highlights Dennis and the Morgan Stanley Institutional Fund Growth Portfolio which was the top-performing fund in three categories: U.S. Diversified Stock, Growth Stock and Large-Cap Funds for the 10-year period ending December 31, 2018.

When describing the team’s award-winning strategy, Dennis Lynch, head of Counterpoint Global told IBD, "We invest in companies that we believe have strong sustainable competitive advantages and large end game potential. We combine both fundamental analysis and broader disruptive change research to identify companies that we believe either benefit from disruption or that are relatively insulated from it. Importantly, our (portfolio managers) have significant personal investments in our fund."

To read the complete article, please click on the PDF icon to the right.

 
dennis.lynch
 
Head of Counterpoint Global
 
 

Please click here to view the fund's most recent standardized performance and important fund disclosures. Past performance is no guarantee of future results.

IMPORTANT INFORMATION

The views and opinions are those of Investor’s Business Daily and Dennis Lynch, respectively, as of the date of publication 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, after the date of publication. The views expressed do not reflect the opinions of all portfolio managers at Morgan Stanley Investment Management (MSIM) 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 forecasts and/or estimates provided herein are subject to change and may not actually come to pass. Information regarding expected market returns and market outlooks is based on the research, analysis and opinions of the authors. These conclusions are speculative in nature, may not come to pass and are not intended to predict the future performance of any specific MSIM product.

Certain information herein is based on data obtained from third party sources believed to be reliable. However, we have not verified this information, and we make no representations whatsoever as to its accuracy or completeness.

The information herein is a general communication which is not impartial and has been prepared solely for informational and educational 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 material contained herein has not been based on a consideration of any individual client 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.

DISTRIBUTION: This communication is only intended for and will only be distributed to persons resident in jurisdictions where such distribution or availability would not be contrary to local laws or regulations.

Information, including performance and holdings, herein are provided by Investor’s Business Daily and no representation or warranty can be given with respect to the accuracy or completeness of the information. Past performance is not indicative of future results.

Returns are for the Class I shares as of December 31, 2018. Please refer to the enclosed fund fact card for performance relative to its benchmark. Furthermore, not all holdings held within the portfolio performed well and/or contributed to the fund's performance. Holdings are subject to change. Information should not be construed as a recommendation or solicitation for any securities or securities within the sectors referenced.

RISK CONSIDERATIONS

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Please consider the investment objective, risks, charges and expenses of the Fund carefully before investing. The prospectus contains this and other information about the Fund. To obtain a prospectus, download one at morganstanley.com/im or call 1-800-548-7786. Please read the prospectus carefully before investing.

Morgan Stanley Investment Management is the asset management division of Morgan Stanley.

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