About This Fund
Counterpoint Global is an investment team and strategy within Morgan Stanley Investment Management (MSIM) that pursues long-term capital appreciation by investing in both public and private equities globally. The strategy was established in 2018 under the leadership of Dennis Lynch, Head of the Counterpoint Global team at MSIM, supported by portfolio managers including Kristian Heugh. With approximately $100 billion in AUM across all Counterpoint Global strategies as of recent reports, the team is one of the largest growth equity investment platforms in the world. Counterpoint Global's public equity strategies include the Counterpoint Global Portfolio (mutual fund) and institutional mandates across U.S., global, and international equity. The team also makes direct investments in private companies alongside its public market activity.
Counterpoint Global's investment approach is a bottom-up, fundamental, conviction-based growth equity strategy. The team seeks companies with durable competitive advantages, strong brand recognition, high reinvestment opportunities, above-average business visibility, strong balance sheets, and the ability to deploy capital at high rates of return. The strategy is highly concentrated and benchmark-agnostic, investing across the full market capitalization spectrum. ESG factors are actively integrated into the investment process, with the team seeking to understand how sustainability initiatives create and protect value over time. Private company co-investments are made selectively in companies that exhibit the same quality characteristics sought in public markets.
Notable private investments made by the Counterpoint Global team include stakes in PsiQuantum, Infleqtion, and Commonwealth Fusion Systems, reflecting a thematic focus on deep technology, quantum computing, and clean energy. The team provides investment services to clients globally, including through the Morgan Stanley Institutional Fund series and international SICAV equivalents. Counterpoint Global encompasses multiple vehicles including mutual funds, separately managed accounts, and private co-investment vehicles; the AUM figure of approximately $100 billion reflects the aggregate across all public and private strategies managed by the team.