Counterpoint Global

Overview

Counterpoint Global is a global investment management firm that focuses on long-term, fundamental investing across multiple asset classes. The firm is part of Morgan Stanley Investment Management and is headquartered in Boston, Massachusetts. Counterpoint Global manages assets in both public and private equities, seeking long-term investments in unique companies whose market value can increase significantly for underlying fundamental reasons. The team's public equity strategies are typically concentrated and highly differentiated from their benchmarks, with investments across the market cap spectrum in the U.S., international, and global markets. The firm's investment approach is characterized by a deep fundamental research process, aiming to identify companies with strong growth potential and sustainable competitive advantages. Counterpoint Global employs a long-term investment horizon, focusing on companies that can deliver superior returns over time. The team seeks to build concentrated portfolios of high-conviction investments, emphasizing quality businesses with strong management teams and robust financials. Counterpoint Global has a track record of successful investments across various sectors and geographies. The firm's portfolio includes companies in technology, healthcare, consumer goods, and other industries. Notable investments include Klaviyo, Infleqtion, and Figma. The firm's investment philosophy centers on rigorous fundamental analysis, a long-term perspective, and a commitment to delivering value to its clients.

Investment Focus

• Accredited investors only
• Long-term investment horizon

Portfolio Companies