Morgan Launches Global ‘Best Business Models’ Portfolio – Here Are The Stock PicksBala Murali Krishna
Way back in 2009, Morgan Stanley created a portfolio based on best business models. That was for Asia Pacific (ex Japan)/Emerging Markets. That portfolio has returned 87% since October 2009, outperforming the MSCI EM index’s 77% on price return basis.
Earlier this year, Morgan built a similar portfolio for Europe. That list has underperformed MSCI Europe by 1.7% but beat the MSCI Europe Growth index by 4%.
exclusively for paying members. Access all of our content on including years of timeless investment news and in depth analysis for only a few dollars a month by signing up here while also supporting quality content and journalism, or learn more about our premium content here
If you are subscribed and having an account error please clear cache and then cookies if that does not work email firstname.lastname@example.org and we will get back to you as quick as humanly possible