Bruno Paulson

Managing Director
29 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 Equity Income 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 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 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.
International Equity Strategy	Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.

Global Franchise Equity Income 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 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 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.

International Equity Strategy

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

News & Insights

Global Equity Observer

Reconocimiento aplazado de la realidad

08-may-2023

Conozca cómo la rentabilidad del primer trimestre de 2023 se debió a un reajuste en respuesta a los datos de beneficios y qué podría significar para el reconocimiento de la realidad económica.

Global Equity Observer

El múltiplo ha desaparecido: ¿los beneficios serán los próximos?

26-ene-2023

A pesar de la recesión prevista, las estimaciones de beneficios a plazo siguen gozando de una salud destacada. Sin embargo, Bruno Paulson se pregunta si los beneficios pronto se enfrentarán a dificultades.

2023 Outlooks

2023 Investment Outlook

14-dic-2022

In our 2023 outlook, our macro strategists and investment managers across equity, fixed income and alternative asset classes share their diverse views on key themes, where they think markets are headed after a turbulent year, and how they are positioning their respective strategies.

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Puede no representar a todos los miembros del equipo.

La información incluida en esta página solo tiene fines informativos. Su objetivo es beneficiar a emisores terceros y a aquellos que buscan información sobre estrategias de inversión alternativa. La información que contiene no constituye una oferta de servicios de asesoramiento ni una oferta de venta o solicitud de oferta de compra de cualquier título en cualquier jurisdicción en la que dicha oferta o solicitud, compra o venta sea ilegal conforme a las leyes de valores, seguros u otras de dicha jurisdicción, y no debe interpretarse como tal.

Todas las inversiones entrañan riesgos, incluida la pérdida de principal. Las inversiones alternativas son especulativas e implican un alto grado de riesgo. Estas inversiones están diseñadas para inversores que entienden estos riesgos y están dispuestos a aceptarlos. La rentabilidad puede ser volátil y los inversores pueden perder la totalidad o una parte sustancial de su inversión.

Para conocer información importante sobre la estrategia, incluidas consideraciones adicionales sobre riesgos, consulte la página de datos de la estrategia.

Bruno Paulson

Managing Director | 29 years industry experience

Bruno Paulson

Managing Director 29 years industry experience

Biography

Strategies

Strategies

News & Insights

News & Insights

Managing Director
29 years industry experience