Vladimir A. Demine

Head of ESG Research
21 years industry experience

Biography

Vladimir is a portfolio manager and head of ESG research for the London-based International Equity team. He joined Morgan Stanley in 2009 and has 21 years of investment management experience. Prior to joining the firm, Vladimir worked for UBS Global Asset Management in London, where he was an analyst responsible for stock selection of consumer staples holdings in key client mandates. Vladimir received an M.Sc. in investment management with Distinction from City University (CASS) Business School and a Master’s in finance with Distinction from St Petersburg State University of Economics and Finance.

Vladimir 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

Vote par procuration : le processus d'incitation

22-août-2022

Le vote par procuration est un privilège et une responsabilité. Vladimir Demine explique son rôle pour améliorer les rendements à long terme et ses difficultés.

Sustainable Investing

Decarbonisation: The Inevitable Policy Response

31-janv.-2022

In the second paper of their decarbonisation series, the International Equity team focuses on what the UN Principles for Responsible Investing refer to as the ‘inevitable policy response’ to global warming and asks: why does this matter for investors?

Engagement Report

Engage Autumn 2021

25-oct.-2021

The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.

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Liste non exhaustive des membres de l’équipe.

Les informations présentées sur cette page le sont à titre informatif uniquement. Elles sont destinées aux émetteurs tiers et aux personnes souhaitant obtenir des informations sur les stratégies d’investissement alternatives. Les informations figurant dans le présent document ne constituent pas une offre de services de conseil, une offre de vente ou une sollicitation d’achat de titres et ne doivent pas être interprétées comme telles, et ce dans toute juridiction dans laquelle une telle offre, une telle invitation, un tel achat ou une telle vente seraient interdits.

Tout investissement comporte des risques, y compris une perte du principal. Les placements alternatifs sont de nature spéculative et comportent un degré de risque élevé. Ces investissements sont destinés aux investisseurs qui comprennent ces risques et sont en mesure de les tolérer. La performance peut être volatile et l’investisseur peut perdre une partie importante, voire la totalité, du capital engagé.

Veuillez consulter la page sur le détail de la stratégie pour obtenir des informations importantes sur celle-ci, notamment les considérations de risques supplémentaires.

Vladimir A. Demine

Head of ESG Research | 21 years industry experience

Vladimir A. Demine

Head of ESG Research 21 years industry experience

Biography

Strategies

Strategies

News & Insights

News & Insights

Head of ESG Research
21 years industry experience