Helena Miles

Vice President
10 years industry experience

Biography

Helena is a research analyst and a member of the International Equity team. She joined Morgan Stanley in September 2019 and has ten years of investment experience, most recently covering Luxury Goods & Retail at Capital World Investors. Previously, Helena covered European Business Services at Bank of America Merrill Lynch. Helena holds an M.A in History from Trinity Hall, Cambridge with First-Class Honours. She was elected a Bateman Scholar and awarded the C W Crawley prize for Academic Excellence.

Helena is a member of the
International Equity Team

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Strategies

Strategy Name	Description
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 Strategy	Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.

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 Strategy

Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.

News & Insights

Global Equity Observer

One Step Forward, Two Steps Back

18-May-2022

Massive strides have been made in the development and delivery of personalised medicine – but can it bolster the compounding potential of high quality companies? The International Equity Team’s Helena Miles investigates.

Global Equity Observer

The Multiple's Gone. Are Earnings Next?

26-Jan-2023

Despite an anticipated recession, forward earnings estimates remain remarkably healthy. But, asks Bruno Paulson, is earnings pain on the way?

Global Equity Observer

When Money Isn't Free

23-Dec-2022

As higher interest rates make it harder to engineer growth through debt, we think the relative value of businesses that can grow organically should only go up.

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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.

Helena Miles

Vice President | 10 years industry experience

Helena Miles

Vice President 10 years industry experience

Biography

Strategies

Strategies

News & Insights

News & Insights

Vice President
10 years industry experience