MSIM Growth Team

Armistead Nash (Morgan Stanley Investment Management): “We Try to Invest in Those Companies that Are Exposed to Minimal Disruption Risk”

Date:

Armistead Nash (Morgan Stanley Investment Management): “We Try to Invest in Those Companies that Are Exposed to Minimal Disruption Risk”

Autor: Meritxell Sedo

  1. Morgan Stanley Investment Management’s Growth Team celebrated its 20th anniversary in Miami, inviting more than 80 investment professionals in a discussion about the role of disruption in their portfolios
  2. Stan DeLaney, Armistead Nash and Mary Sue Marshall shared their views on secular trends and big changes coming from disruption on technology and disruption in business models
  3. Stan DeLaney: “We started working on the digitalization of advertising in 2004. Executive directors and media had already realized that online advertising was a completely different animal, mainly because of its measurability”
  4. Armistead Nash: “We try to invest in companies that offer a product or service with very few or no substitutes”