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January 14, 2019
Kristian Heugh featured in Barron's: Taking Buffett Overseas
 

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Kristian Heugh featured in Barron's: Taking Buffett Overseas

Kristian Heugh featured in Barron's: Taking Buffett Overseas

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January 14, 2019

 
 

Kristian Heugh, portfolio manager of the Morgan Stanley Institutional Fund International Opportunity Portfolio, was recently profiled in a Barron’s article entitled Taking Buffett Overseas.

The Barron’s article focuses on Heugh and his Warren Buffett-based approach to investing, highlighting the outstanding performance of the International Opportunity Portfolio, which has beaten 98% of its Morningstar Foreign Large Growth peers over the past five years for Class A shares as of December 31, 2018.

Barron’s also notes that while the International Opportunity Portfolio generated a 9.3% five-year annualize return, compared to 2.1% to its peers, that performance was delivered with compelling upside and downside capture ratios of 122% and 64% respectively.* Or as Barron’s put it “Heugh has been successful at playing defense.”

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

 
kristian.heugh
 
Managing Director
 
 
 
Counterpoint Global seeks to make long-term investments in unique companies whose market value can increase significantly for underlying fundamental reasons. Their portfolios are typically concentrated and differentiated from their benchmarks. Counterpoint Global consists of 26 people, including 16 investment professionals and two disruptive change researchers. The team’s culture fosters collaboration, creativity, continued development, and differentiated thinking.
 
 
 

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


*Performance data is for Class A shares as of 1/8/2019.

IMPORTANT INFORMATION
The views and opinions are those of Barron’s and Kristian Heugh 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.

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.

Information, including performance, herein are provided by Barron’s 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.

The article is being provided by Morgan Stanley Investment Management to highlight recent press concerning Kristian Heugh of the Counterpoint Global Team and its Portfolios. This is not an offer or a solicitation of an offer for any of the other funds mentioned in the article.

RISK CONSIDERATIONS
There is no assurance that a 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. 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. 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). Exchange traded funds (ETFs) shares have many of the same risks as direct investments in common stocks or bonds and their market value will fluctuate as the value of the underlying index does. By investing in exchange traded funds (ETFs), the portfolio absorbs both its own expenses and those of the ETFs it invests in. Supply and demand for ETFs may not be correlated to that of the underlying securities. 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. Investing in the securities of smaller companies involves greater risk and price volatility than investing in larger, more established firms. To the extent that the Fund invests in a limited number of issuers (focused investing), the Fund will be more susceptible to negative events affecting those issuers and a decline in the value of a particular instrument may cause the Fund’s overall value to decline to a greater degree than if the Fund were invested more widely.

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.

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