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%.
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