Kristian Heugh, CFA

Head of Global Opportunity
24 years industry experience

Biography

Kristian is head of Global Opportunity and a member of the Morgan Stanley Investment Management Operating Committee. He leads the team that manages the firm’s global, international, European and Asian equity strategies.

Kristian joined Morgan Stanley in 2001 and has served as a portfolio manager and analyst for a variety of teams, including international, technology and telecom strategies. He has over 20 years of investment experience.

Kristian is a CFA charterholder. He has a BA in economics from Duke University.

Kristian is a member of
Global Opportunity

View Team

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.
Developing Opportunity	Invests in high quality companies located or operating in developing or emerging market countries that the team believes are undervalued at the time of investment.
Established Opportunity	Invests in high quality companies located or operating in developed market countries that the team believes are undervalued at the time of investment.
Europe Opportunity	Invests in high quality established and emerging companies located in Europe that the team believes are undervalued at the time of investment.
Global Change	Invests globally in high quality companies with strong ESG alignment consistent with the United Nations Sustainable Development Goals that the team believes are undervalued at the time of investment. Restricts businesses operating in industries with material environmental and social externalities and/or corporate governance risk, including alcohol, tobacco, fossil fuels and weapons.
Global Opportunity	Invests globally in high quality established and emerging companies 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.
International Opportunity	Invests internationally in high quality established and emerging 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.

Developing Opportunity

Invests in high quality companies located or operating in developing or emerging market countries that the team believes are undervalued at the time of investment.

Established Opportunity

Invests in high quality companies located or operating in developed market countries that the team believes are undervalued at the time of investment.

Europe Opportunity

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

Global Change

Invests globally in high quality companies with strong ESG alignment consistent with the United Nations Sustainable Development Goals that the team believes are undervalued at the time of investment. Restricts businesses operating in industries with material environmental and social externalities and/or corporate governance risk, including alcohol, tobacco, fossil fuels and weapons.

Global Opportunity

Invests globally in high quality established and emerging companies 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.

International Opportunity

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

News & Insights

Media Appearance

Kristian Heugh in Bloomberg

19 mars 2025

The Morgan Stanley Global Opportunity Fund, managed by Kristian Heugh, was among 9% of global stock funds that outperformed their benchmark, the MSCI All-Country World Index, while being underweight the so-called Magnificent Seven that drove nearly 20% returns for the index.

Media Appearance

Kristian Heugh in Bloomberg: F1’s Rising US Appeal Draws Peer-Beating Morgan Stanley Fund

19 mars 2025

With Formula One’s rising popularity in the US, Kristian Heugh, manager of the $14.6 billion Global Opportunity Fund, opened a position in F1 owner Liberty Media Corp. in the third quarter of last year and describes the company as “one of the most unique assets in the world.” His 34-stock portfolio outran 92% of peers in 2024 with a 27% return, according to data compiled by Bloomberg.

Sustainable Investing

ESG Update

31 janv. 2025

The Global Opportunity team shares its annual update on integrating ESG within the investment process, the carbon intensity of the portfolios and company engagement activity.

View More Press Releases

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.

Kristian Heugh, CFA

Head of Global Opportunity | 24 years industry experience

Kristian Heugh, CFA

Head of Global Opportunity 24 years industry experience

Biography

Strategies

Strategies

News & Insights

News & Insights

Head of Global Opportunity
24 years industry experience