Insight Article Desktop Banner
 
 
Media Appearance
  •  
August 06, 2021

Dennis Lynch leads Inception Portfolio to a 140% one-year return

Insight Video Mobile Banner
 
August 06, 2021

Dennis Lynch leads Inception Portfolio to a 140% one-year return


Media Appearance

Dennis Lynch leads Inception Portfolio to a 140% one-year return

Share Icon

August 06, 2021

 
 

Dennis Lynch’s Inception Portfolio topped The Wall Street Journal’s quarterly Winners’ Circle survey with a gain of 140%.

To read the complete article, please click here.

 
 

Performance referenced above is the 12 month return for the MSIF Inception Portfolio Class I share as of June 30, 2021. Please keep in mind that high double- and triple-digit returns are highly unusual and cannot be sustained. Investors should also be aware that these returns were primarily achieved during favorable market conditions. See below for additional important information.

 
Article Team Image
 
dennis.lynch
Head of Counterpoint Global
 
 
Related Insights
 
Related Insights
 
 

IMPORTANT INFORMATION

Performance data quoted represents past performance, which is no guarantee of future results, and current performance may be lower or higher than the figures shown. For the most recent month-end performance figures, please visit morganstanley.com/im or call 1-800-548-7786. Investment returns and principal value will fluctuate and fund shares, when redeemed, may be worth more or less than their original cost.

To view the most recent standardized performance, holdings, and important fund disclosures please click on the following link: Inception Portfolio

The MSIF Inception Portfolio is closed to new investors effective April 5, 2021, to preserve the ability of the investment team to manage the Portfolio effectively for current shareholders. For more details, click here.

Please keep in mind that high double- and triple-digit returns are highly unusual and cannot be sustained. Investors should also be aware that these returns were primarily achieved during favorable market conditions.

Information, including performance and holdings, herein are provided by The Wall Street Journal and no representation or warranty can be given with respect to the accuracy or completeness of the information. The information herein should not be construed as an offer or solicitation for any security, third party fund or investment strategy. Holdings referenced should not be construed as a recommendation to take any action (buy or sell).  Past performance is not indicative of future results. Not all holdings held in the funds contributed to performance and there is no guarantee that holdings will continue to perform as referenced or perform well in general. For the team’s most recent discussion on securities that have added or detracted from portfolio performance, please refer to the most recent fund portfolio commentary located on the Fund’s product page (see links above).

RISK CONSIDERATIONS

There is no assurance that the portfolio will achieve its investment objective. Portfolios are subject to market risk, which is the possibility that the market values of securities owned by the portfolio will decline and that the value of portfolio shares may therefore be less than what you paid for them.  Market values can change daily due to economic and other events (e.g. natural disasters, health crises, terrorism, conflicts and social unrest) that affect markets, countries, companies or governments. It is difficult to predict the timing, duration, and potential adverse effects (e.g. portfolio liquidity) of events.  Accordingly, you can lose money investing in this portfolio. Please be aware that this portfolio may be subject to certain additional risks. In general, equities securities’ values also fluctuate in response to activities specific to a company. Investments in foreign markets entail special risks such as currency, political, economic, market and liquidity risks. The risks of investing in emerging market countries are greater than risks associated with investments in foreign developed countries. Stocks of small-capitalization companies carry special risks, such as limited product lines, markets and financial resources, and greater market volatility than securities of larger, more established companies.  Illiquid securities may be more difficult to sell and value than publicly traded securities (liquidity risk).  Derivative instruments may disproportionately increase losses and have a significant impact on performance. They also may be subject to counterparty, liquidity, valuation, correlation and market risks. Privately placed and restricted securities may be subject to resale restrictions as well as a lack of publicly available information, which will increase their illiquidity and could adversely affect the ability to value and sell them (liquidity risk). Portfolio turnover. Consistent with its investment policies, the Fund will purchase and sell securities without regard to the effect on portfolio turnover. Higher portfolio turnover will cause the Fund to incur additional transaction costs.

The views and opinions are those of The Wall Street Journal, referenced third party individuals, and Dennis Lynch 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.

The article is being provided by Morgan Stanley Investment Management to highlight recent press concerning Dennis Lynch, Head of Counterpoint Global and its Portfolio.

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 information 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.

The S&P 500® Index measures the performance of the large cap segment of the U.S. equities market, covering approximately 75% of the U.S. equities market. The Index includes 500 leading companies in leading industries of the U.S. economy.

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.

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.

NOT FDIC INSURED | OFFER NO BANK GUARANTEE | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A BANK DEPOSIT

 

Check the background of our firm and registered representatives on FINRA's BrokerCheck

It is important that users read the Terms of Use before proceeding as it explains certain legal and regulatory restrictions applicable to the dissemination of information pertaining to Morgan Stanley Investment Management's investment products.

The services described on this website may not be available in all jurisdictions or to all persons. For further details, please see our Terms of Use.

Not FDIC Insured—Offer No Bank Guarantee—May Lose Value
Not Insured By Any Federal Government Agency—Not A Deposit

Subscriptions    •    Privacy & Cookies    •    Terms of Use

©  Morgan Stanley. All rights reserved.

Morgan Stanley Distribution, Inc. Member FINRA/SIPC.