Morgan Stanley (NYSE:MS) Investment Management (MSIM) has introduced the American Resilience Equity OEIC, a new fund targeting UK investors. The fund aims to focus on resilient earning US equities, and it plans to carefully select a portfolio of 20-50 top-tier stocks. This strategy is under the guidance of the international equity team, which also manages the £1 billion Global Brands fund and £41.6 billion (GBP1 = USD1.2215) assets.
The team leader, William Lock, highlighted their unwavering commitment to long-term investing in ultra-quality equities. He emphasized that the objective is to target consistent growth and high returns over time, regardless of challenging times. Lock confirmed that the proven investment process from their successful Global Franchise strategy would be mirrored in the American Resilience strategy, ensuring attractive returns in the long run.
Following its Luxembourg vehicle's 2022 launch, Morgan Stanley Funds (UK) presents the American Resilience Equity fund, which invests solely in resilient US-listed companies. The fund utilizes a bottom-up high-quality investment approach under the supervision of Morgan Stanley's international equity team. The focus is on businesses with the potential to sustain high returns on operating capital over time.
The selected companies' earnings visibility, pricing power, recurring revenues, and earnings resilience are expected to shield investors from market turbulence while delivering resilient returns. Lock emphasizes steady growth at high returns as crucial for effective compounding, a feat unachievable by lower-quality firms.
Rob Lunn, head of UK & Ireland intermediary distribution, praised the team's proven track record in picking innovative, adaptable firms that can flourish even under challenging market situations.
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