Anil Agarwal

Managing Director
20 years industry experience

Biography

Anil Agarwal is an investor for the Global Opportunity team. He joined Morgan Stanley in 2001 and has 20 years of experience. Anil joined the Global Opportunity team in 2020 as an investor. Prior to his current role, he served as the Head of Asian Financial Research at Morgan Stanley, Research Division. Anil oversaw coverage of banks in Asia Pacific ex Japan. As a primary analyst, he covered Indian and Hong Kong banks. He earned his Bachelor's degree in Commerce from Calcutta University and completed his MBA at the Indian Institute of Management, Calcutta. Anil holds the Chartered Financial Analyst designation.

Anil is a member of
Counterpoint Global

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Strategies

Strategy Name	Description
Asia Opportunity	Invests in high quality established and emerging companies located in Asia (excluding Japan) that the team believes are undervalued at the time of investment.

Asia Opportunity

Invests in high quality established and emerging companies located in Asia (excluding Japan) that the team believes are undervalued at the time of investment.

News & Insights

Consilient Observer

Categorizing for Clarity: Cash Flow Statement Adjustments to Improve Insight

6 oct. 2021

Accounting has not kept pace with the changing economics of businesses, which has created a huge gap between what companies report in their financial statements and what an investor needs to understand a business. To better categorize activities, we suggest making adjustments within the statement of cash flows pertaining to stock-based compensation, leases, and intangible investments. We believe these adjustments substantially improve the description of a business. We share a case study of Amazon for 2020 to make the concepts more concrete.

Convergence

Beyond Virtue Signaling

29 sept. 2021

Sustainability Research at Counterpoint Global has produced a method to systematically measure the potential cost of carbon emissions as well as the financial impact of a carbon tax. Our framework allows us to translate these costs into estimates of stock returns. We believe that measuring the cost of carbon emissions allows us to better understand the environmental risks for the companies in our portfolio as well as for those we do not own. We also seek to help our clients benefit from the many opportunities that a low-emissions world could create.

Consilient Observer

Turn and Face the Strange

8 sept. 2021

This report examines the barriers to change for organizations. We use sports as the prime example but then apply the lessons to investment management. Organizations can be slow to adopt certain approaches even when they add value due to loss aversion, a preference for the status quo, and the fear of poor outcomes in the short run. Organizations may overcome these challenges by aligning behind a commitment to improvement, learning, transparency, and accountability. Good long-term results require developing and executing strategies that add value.

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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.

Anil Agarwal

Managing Director | 20 years industry experience

Anil Agarwal

Managing Director 20 years industry experience

Biography

Strategies

Strategies

News & Insights

News & Insights

Managing Director
20 years industry experience