Dennis Lynch on Global Portfolio Management (Podcast)
Masters in Business
Bloomberg
4.4 • 2.2K Ratings
🗓️ 19 November 2020
⏱️ 67 minutes
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Summary
Bloomberg Opinion columnist Barry Ritholtz speaks with Dennis Lynch, who is the head of Counterpoint Global at Morgan Stanley Investment Management. He joined Morgan Stanley in 1998 and has 26 years of investment experience. Prior to joining the firm, he worked as a sell-side analyst for J.P. Morgan Securities. Counterpoint Global is running $130 billion in assets.
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Transcript
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| 0:00.0 | This is Masters in Business with Barry Rittoltz on Bloomberg Radio. |
| 0:07.7 | This week on the podcast, I have an extra special guest. |
| 0:12.2 | You may not know his name, but you probably should, given the stellar track record he's |
| 0:18.2 | managed to put together over the past 20 or so years. |
| 0:22.2 | Dennis Lynch is head of Counterpoint Global. |
| 0:25.3 | That is sort of a firm within a firm at Morgan Stanley Investment Management. |
| 0:30.7 | They run a ton of money about $130 billion. |
| 0:34.1 | Their track record, especially this year, has been pretty benutals. |
| 0:39.8 | The growth fund is up 85 percent. |
| 0:42.3 | Discovery is up about 100 percent. |
| 0:44.8 | Their worst performer is advantage. |
| 0:46.5 | It's only up 50 percent. |
| 0:48.7 | They run very interesting, concentrated portfolios. |
| 0:53.0 | Their entire approach is somewhat unique. |
| 0:56.0 | They're not like very many people. |
| 0:59.8 | Maybe Will Dan Hoth or Bill Miller run a similar style of investment management to give you |
| 1:05.4 | an idea of how outside the box this group thinks. |
| 1:09.4 | They recently, by recently a year ago, they hired Michael Mobuson to be the head of their |
| 1:13.9 | research just for the group. |
| 1:16.1 | Mike has been on the show a couple of times, and I just love the way he thinks in any |
| 1:20.8 | group that brings someone like him in. |
| 1:23.7 | Obviously, it's not your traditional Wall Street stock picking fund managers. |
... |
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