Dennis Lynch: 'Have a Growth Mindset and Be Willing to Learn New Things'

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 6 November 2019

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

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Summary

An accomplished growth investor, Lynch explains how his team seeks to gain an edge, susses out the difference between innovation and mission creep, and applies different frameworks to mitigate biases and errors.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York, purchase New York.
0:26.5	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.1	Hi, and welcome to the Longview. I'm Jeff Battack, Global Director of Manager Research for Morning Star Research Services.
0:38.4	And I'm Christine Ben's, Director of Personal Finance for Morning Star, Inc.
0:41.8	Our guest this week is Dennis Lynch. Dennis is the head of Counterpoint Global at Morgan
0:46.5	Stanley Investment Management. He joined Morgan Stanley in 1998 and has 25 years of investment
0:52.1	experience. In his role, Dennis and his team run a number of
0:55.7	growth equity strategies under the Morgan Stanley banner, including the Morgan Stanley
1:00.0	Institutional Advantage, Morgan Stanley institutional growth, and Morgan Stanley institutional discovery
1:05.8	funds. All told, he and his team managed nearly $30 billion across their various mandates.
1:12.1	On the strength of his track record, Morningstar named Dennis and his team, the domestic stock fund manager of the year in 2013.
1:19.5	Dennis received a BA in political science from Hamilton College and an MBA with honors and finance from Columbia University.
1:27.0	And we're pleased to have him join us today.
1:29.3	Dennis, welcome to the Longview.
1:31.1	Thanks for having me.
1:32.6	So you run a number of growth equity strategies for Morgan Stanley.
1:36.1	So, you know, maybe we're just widening out to start with when you're helping prospective
1:40.7	investors that you encounter form expectations of what the strategies aim to deliver,
	...

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