Jason Kritzer, CFA

Managing Director, Co-Head of Value Team
26 years industry experience

Biography

Jason is a managing director of Morgan Stanley. He is Co-Head of Value Equity and a portfolio manager on the Eaton Vance Value team and for health care sector portfolios. As a portfolio manager, he is responsible for buy and sell decisions, portfolio construction and risk management. In addition, he has research coverage of the pharmaceutical and biotechnology industries. He joined Eaton Vance in 2012. Morgan Stanley acquired Eaton Vance in March 2021. Jason began his career in the investment management industry in 1999. He was previously affiliated with BlackRock, Inc. as a director and equity analyst covering the health care sector, and Putnam Investments as an equity research analyst covering health care, technology and business services. Prior to the investment management industry, Jason worked in the computer industry for Digital Equipment Corporation. Jason graduated magna cum laude with a B.S.B.A. from Boston University, School of Management and earned an MBA from Columbia Business School at Columbia University. He is a member of the Columbia Business School Ambassador Program. He is a CFA charterholder.

Strategies

Strategy Name	Description
Focused Value Opportunities Strategy	The Morgan Stanley Focused Value Opportunities Strategy employs an Opportunistic Value approach and is a concentrated U.S. value equity portfolio of 25-45 companies emphasizing high-conviction, bottom-up fundamental research to identify leading companies trading below intrinsic value, leveraging proven success factors such as high return on invested capital, strong free cash flow yield, and low debt, while integrating ESG considerations and fostering a collaborative investment team culture to generate alpha through active security selection.

Focused Value Opportunities Strategy

The Morgan Stanley Focused Value Opportunities Strategy employs an Opportunistic Value approach and is a concentrated U.S. value equity portfolio of 25-45 companies emphasizing high-conviction, bottom-up fundamental research to identify leading companies trading below intrinsic value, leveraging proven success factors such as high return on invested capital, strong free cash flow yield, and low debt, while integrating ESG considerations and fostering a collaborative investment team culture to generate alpha through active security selection.

News & Insights

Market Insights

AI Funding: The Bull and Bear Investment Cases

Dec 01, 2025

Is AI fueling a new productivity supercycle or facing structural limits in a rapidly evolving market? Eaton Vance’s equity teams explore both views in their “Bull vs. Bear” debate.

Market Monitor

Equity Market Monitor – Q3 2025

Oct 09, 2025

Overview of the current landscape across equity markets.

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.

Jason Kritzer, CFA

Managing Director, Co-Head of Value Team | 26 years industry experience

Jason Kritzer, CFA

Managing Director, Co-Head of Value Team 26 years industry experience

Biography

Strategies

Strategies

News & Insights

News & Insights

Managing Director, Co-Head of Value Team
26 years industry experience