The Global Listed Real Assets team, part of our Real Assets capability, uses proprietary research to invest in publicly traded real estate and infrastructure securities that it believes offer the best value relative to their underlying assets, growth prospects and earnings. The team combines a bottom-up approach, assessing the intrinsic value, equity multiples and growth prospects of each security, with a top-down view that incorporates fundamental inflection points, macroeconomic considerations, and geopolitical and country risk. Team members are long-tenured and highly experienced, with a local presence in the U.S., Europe and Asia, and trading locally within each region.

“Our investment philosophy is centered around the identification of relative value of both the physical real asset and the equity security”

 
 

Effective February 9, 2022, Simon Robson Brown was added as a portfolio manager on the Team and Michiel te Paske and Sven Van Kemenade were removed as portfolio managers on the Team.

 
 
 
 
Invests in publicly traded Asian real estate securities with the goal of attractive long-term, risk-adjusted returns.  
Invests in publicly traded European real estate securities with the goal of attractive long-term, risk-adjusted returns.  
Invests in the equity securities of publicly traded infrastructure companies worldwide.  
Invests in the equity securities of publicly traded real estate securities primarily in developed countries worldwide.  
The Morgan Stanley Liquid Real Assets Strategy seeks total return, targeted to be in excess of inflation, through capital appreciation and current income.  
Invests in the equity securities of publicly traded U.S. real estate securities with the goal of long-term, risk-adjusted returns.  
Invests in the equity securities of publicly traded real estate securities primarily in developed countries worldwide.  
Invests in the equity securities of publicly traded U.S. real estate securities with the goal of long-term, risk-adjusted returns.  
 
 

As of 2/29/2016. Team information may change from time to time.

There are important differences in how the strategy is carried out in each of the investment vehicles.

The information on this page is solely 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.

 

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