Morgan Stanley Funds (UK) - US Advantage Fund I Accumulation GBP
| Holding | % |
|---|---|
| Amazon.com Inc | 7.30 % |
| Shopify Inc A | 5.75 % |
| Intuitive Surgical Inc | 5.73 % |
| ServiceNow Inc | 5.63 % |
| Veeva Systems Inc Class A | 5.10 % |
| Ecolab Inc | 4.89 % |
| Workday Inc Class A | 4.65 % |
| Spotify Technology SA | 4.22 % |
| Twitter Inc | 3.24 % |
| Slack Technologies Inc Class A | 3.13 % |
| Region | % |
|---|---|
| United States | 92.31 % |
| Canada | 5.95 % |
| Sector | % |
|---|---|
| Technology | 30.71 % |
| Communication Services | 18.99 % |
| Consumer Cyclical | 16.46 % |
| Healthcare | 15.56 % |
| Industrials | 7.17 % |
| Basic materials | 6.68 % |
Managers
Alexander Norton
Joined 09/16/2016
Alexander Norton is an investor for the Counterpoint Global team. He joined Morgan Stanley in 2000 and has 24 years of investment experience. Prior to joining the firm, Alex was an associate in equity derivative sales and later an associate in equity research at Donaldson, Lufkin & Jenrette. Previously, he was a bond broker with Cantor Fitzgerald. Alex received a B.A. in history from the University of Pennsylvania and an M.B.A. in finance from Columbia Business School.
Jason Yeung
Joined 09/16/2016
Jason Yeung is an investor for the Counterpoint Global team. He joined Morgan Stanley in 2002 and has 22 years of investment experience. Jason joined the team in 2004 as an investor. Previously, he was a member of the U.S. Research Group, working closely with the Counterpoint Global team. Prior to joining the firm, Jason was a senior research analyst at Ramius Capital Group. Previously, he was an equity research associate at Deutsche Bank. Jason received a B.A., Phi Beta Kappa, in international relations from Johns Hopkins University and an M. Phil. in international relations from the University of Cambridge. He holds the Chartered Financial Analyst designation.
Armistead Nash
Joined 09/16/2016
Armistead Nash is an investor for the Counterpoint Global team. He joined Morgan Stanley in 2002 and has 19 years of investment experience. Armistead joined the team in 2004 as an investor. Previously, he was a member of the U.S. Research Group, working closely with the Counterpoint Global team. Prior to joining the firm, Armistead was an associate in investment product development at BlackRock Financial Management. Previously, he was a research analyst in high-yield research at KEA Capital. Armistead received a B.A. in history from the University of Virginia and an M.B.A. from the University of Virginia's Darden School of Business Administration.
Dennis Lynch
Joined 09/16/2016
Dennis is the Head of the Counterpoint Global team at Morgan Stanley Investment Management. He joined Morgan Stanley in 1998 and has 24 years of investment experience. Prior to joining the firm, he worked as a sell-side analyst for J.P. Morgan Securities. Dennis received a B.A. in political science from Hamilton College and an M.B.A. with honors in finance from Columbia University.
David Cohen
Joined 09/16/2016
Dave Cohen is an investor for the Counterpoint Global team. He joined Morgan Stanley in 1993 and has 31 years of investment experience. Dave joined the team as an investor in 1999. Prior to joining the firm, Dave was a senior fund accountant at Alliance Capital. Previously, he was a fund accountant at Natwest and Wall Street Trust. Dave received a B.S. summa cum laude in management from Pace University.
Sandeep (Sam) Chainani
Joined 09/16/2016
Sam Chainani is an investor for the Counterpoint Global team. He joined Morgan Stanley in 1996 and has 23 years of investment experience. Sam joined the team as an investor in 2000. Previously, he was a strategy specialist for our Inception and Discovery strategies. Sam received a B.S. in management with a concentration in finance from Binghamton University. He holds the Chartered Financial Analyst designation.
Data provided by Morningstar.
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