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%. Global Best Business Models v1 – Portfolio Now, the bank has come up with a global portfolio, Global Best Business Models v1, based on the same principles of investing with quality as a…
Morgan Launches Global 'Best Business Models' Portfolio – Here Are The Stock Picks
Bala Murali Krishna