Global Opportunity

Overview
Meet The Team
Investment Criteria
Portfolio
Strategy
Insights

Overview

We value curiosity, perspective and partnership.

Global Opportunity, led by Kristian Heugh, creates high conviction, concentrated Portfolios of undervalued, high quality businesses with strategies available on a global, regional and customizable basis. The team's culture fosters collaboration, creativity, continued development, and differentiated thinking.

Meet The Team

Meet the Team

PROFILE

Kristian Heugh, CFA

Head of Global Opportunity

PROFILE

Anil Agarwal

Managing Director, Director of Research

Managing Director, Chief Operating Officer

Head of Global Opportunity

Anil Agarwal

Managing Director, Director of Research

Managing Director, Chief Operating Officer

Investment Criteria

Strategies

See funds managed by this team

Strategy Name	Description
Asia Opportunity Invests in high quality established and emerging companies located in Asia (excluding Japan) that the team believes are undervalued at the time of investment.	Invests in high quality established and emerging companies located in Asia (excluding Japan) that the team believes are undervalued at the time of investment.
Developing Opportunity Invests in high quality companies located or operating in developing or emerging market countries that the team believes are undervalued at the time of investment.	Invests in high quality companies located or operating in developing or emerging market countries that the team believes are undervalued at the time of investment.
Established Opportunity Invests in high quality companies located or operating in developed market countries that the team believes are undervalued at the time of investment.	Invests in high quality companies located or operating in developed market countries that the team believes are undervalued at the time of investment.
Europe Opportunity Invests in high quality established and emerging companies located in Europe that the team believes are undervalued at the time of investment.	Invests in high quality established and emerging companies located in Europe that the team believes are undervalued at the time of investment.
Global Change Invests globally in high quality companies with strong ESG alignment consistent with the United Nations Sustainable Development Goals that the team believes are undervalued at the time of investment. Restricts businesses operating in industries with material environmental and social externalities and/or corporate governance risk, including alcohol, tobacco, fossil fuels and weapons.	Invests globally in high quality companies with strong ESG alignment consistent with the United Nations Sustainable Development Goals that the team believes are undervalued at the time of investment. Restricts businesses operating in industries with material environmental and social externalities and/or corporate governance risk, including alcohol, tobacco, fossil fuels and weapons.
Global Opportunity Invests globally in high quality established and emerging companies that the team believes are undervalued at the time of investment.	Invests globally in high quality established and emerging companies that the team believes are undervalued at the time of investment.
International Advantage Invests internationally in high quality established companies that the team believes are undervalued at the time of investment.	Invests internationally in high quality established companies that the team believes are undervalued at the time of investment.
International Opportunity Invests internationally in high quality established and emerging companies that the team believes are undervalued at the time of investment.	Invests internationally in high quality established and emerging companies that the team believes are undervalued at the time of investment.

Insights

Sustainable Investing

ESG Update

Feb 16, 2024

The Global Opportunity team shares its annual update on integrating ESG within the investment process, the carbon intensity of the portfolios and company engagement activity.

Opportunity Optimum

The India Opportunity

Feb 07, 2024

Learn why Morgan Stanley’s Global Opportunity team expects to see a broadening opportunity set for bottom-up stock picking in India over the next decade.

Team information may change from time to time.

The content of this publication has not been approved by the United Nations and does not reflect the views of the United Nations or its officials or Member States. See https://www.un.org/sustainabledevelopment/sustainable-development-goals for more details on the Sustainable Development Goals.

This material is a general communication, which is not impartial and has been prepared solely for informational and educational purposes and does not constitute an offer or a recommendation to buy or sell any particular security or to adopt any specific investment strategy. All investments involve risks, including the possible loss of principal. The information herein has not been based on a consideration of any individual investor circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. To that end, investors should seek independent legal and financial advice, including advice as to tax consequences, before making any investment decision.

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.