Posted inHead To Head

HEAD-TO-HEAD: Invesco vs Morgan Stanley

FSA compares the Invesco Global Structured Equity Fund and the Morgan Stanley Global Opportunity Fund.
by Francis Nikolai Acosta
Manager review

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The Invesco fund is co-managed by Frankfurt-based Michael Fraiklin and Thorsten Paarmann, according to Ng.

Fraiklin, who joined the firm in 1997, became manager of the fund in 2005 and was appointed as global head of research for the firm’s quantitative strategies team in 2015. Paarmann joined the firm in 2004 and became manager of the fund in 2014.

Both Fraiklin and Paarmann are part of the quant team that consists of around 40 investment professionals, with analysts supporting them, Ng added.

The quant team supports other quant strategies, such as the US Quantitative Core Equity Fund and some European funds.

The Morgan Stanley fund is managed by Kristian Heugh, who is also the firm’s head of the global opportunity team. He first joined the firm in 2001, right after he graduated from university, according to Ng.

Within the team, Heugh is supported by four analysts, who cover different regions. He is also supported by two researchers from the firm’s disruptive change team to identify emerging themes in the market.

Ng has no major concerns over the managers and teams at either firm. He said they have long-track records in managing equities as well as adequate resources.

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