Episode description
Episode description
Our guest on the podcast today is is Dennis Lynch. Lynch is the head of Counterpoint Global at Morgan Stanley Investment Management. He joined Morgan Stanley in 1998 and has 25 years of investment experience. In his role, Lynch and his team run a number of growth equity strategies under the Morgan Stanley banner, including Morgan Stanley Institutional Advantage, Morgan Stanley Institutional Growth, and Morgan Stanley Institutional Discovery funds. All told, he and his team manage nearly $30 billion across their various mandates. On the strength of his track record, Morningstar named Lynch and his team Domestic Stock Fund Manager of the Year in 2013. Lynch received a B.A. in political science from Hamilton College and an MBA with honors and finance from Columbia University. We're pleased to have him join us today.
Background
Morgan Stanley Counterpoint Global
Morgan Stanley Institutional Growth Fund
Morgan Stanley Institutional Discovery Fund
“A Closer Look at a Fund Manager of the Year” by Janet Yang; Morningstar; Feb. 3, 2014
Team Members Referenced
Innovation vs. Mission Creep
“Facebook stock jumps 12.6 percent as share lockup expires” by Alexei Oreskovic; Reuters; Nov. 14, 2012
"Shared Reading" and ESG
“Earth Has a Hidden Plastic Problem—Scientists Are Hunting It Down” by Andrea Thompson; Scientific American; Aug. 13, 2018
“ESG and Sustainable Investing Report” by Kristian Heugh and Marc Fox; Morgan Stanley Investment Management; Mar. 7, 2019
Disruptive Technologies and Forces
“The EDGE: Automation/Robotics” by Morgan Stanley Counterpoint Global; Dec. 18, 2018
“Three Big Things: The Most Important Forces Shaping the World” by Morgan Housel; Collaborative Fund; Oct. 4, 2019
"What is a Tech Company?" by Ben Thompson; Stratechery; Sept. 3, 2019