Anil Agarwal

Managing Director
22 years industry experience

Biography

Anil Agarwal is the Director of Research and an investor for the Global Opportunity team. He joined Morgan Stanley in 2001 and has 22 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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Anil is a member of the
Global Opportunity Team

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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.
Europe Opportunity	Invests primarily in high quality established and emerging companies located in Europe that the team believes are undervalued at the time of investment.
International Advantage	Invests internationally in high quality established companies 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.

Europe Opportunity

Invests primarily in high quality established and emerging companies located in Europe that the team believes are undervalued at the time of investment.

International Advantage

Invests internationally in high quality established companies that the team believes are undervalued at the time of investment.

News & Insights

Consilient Observer

Capital Allocation

14-Dec-2022

Counterpoint Global discusses their guide for thinking about value creation and how to assess a company’s capital allocation skills.

Consilient Observer

ROIC and Intangible Assets

09-Nov-2022

We extend the analysis from our recent report, “Return on Invested Capital,” by adjusting ROIC for all companies to reflect intangible investment. While the median and aggregate ROIC for the adjusted figures is similar to the traditional one, the main result is that extremely high and low ROICs regress toward the mean. We believe these adjustments represent a step toward a more accurate view of the magnitude and return on investment.

Consilient Observer

Return on Invested Capital

06-Oct-2022

We discuss how to calculate return on invested capital (ROIC) and show how it is connected to free cash flow, economic profit, and growth. We work through the challenges in estimating it, present empirical data, review how adjusting for intangible investments can reshape the figures, and include a case study.

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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 | 22 years industry experience

Anil Agarwal

Managing Director 22 years industry experience

Biography

Strategies

Strategies

News & Insights

News & Insights

Managing Director
22 years industry experience