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You are here: Manager factsheet

Kristian Heugh

 FE fundinfo Alpha Manager
Morgan Stanley Investment Fund
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Manager profile
Kristian Heugh is the Head of the Global Opportunity Team, Managing Director, and Co-CIO of Counterpoint Global, where he leads global and international investing. He joined Morgan Stanley in 2001 and has 20 years of investment experience. Previously, Kristian was a co-portfolio manager of a technology strategy and an international equity strategy while a member of the Global Research Group, working closely with Counterpoint Global. Prior to that, he was a technology analyst for MSIM's Sector Rotation multi-cap growth strategies. Kristian received a B.A. in economics from Duke University and holds the Chartered Financial Analyst designation.
Total return for Kristian Heugh
Manager career performance
Discrete calendar year performance : Kristian Heugh

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Kristian Heugh 28.5 13.3 -37.3 10.1 39.8 22.9 -0.8 28.3 30.9 19.4
Peer Group Composite 17.5 4.3 -11.8 24.9 3.6 10.2 -2.8 12.5 26.6 4.6
Over / Under 11.0 9.0 -25.5 -14.8 36.2 12.7 2.0 15.8 4.3 14.8
Performance vs peer group composite: Kristian Heugh
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
7 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
MS INVF Global Opportunity Lead manager IA Global since Nov 30 2010 to present
MS INVF Asia Opportunity Co-managed FO Equity - Asia Pacific ex Japan since Mar 18 2016 to present
MS INVF Europe Opportunity Co-managed FO Equity - Europe inc UK since Apr 14 2020 to present
Funds managed previously
Fund Periods
No previously managed funds
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Funds for taking a contrarian stance with a safe pair of hands By Emma Wallis  16-Sep-2024
Sector David vs Goliath: Why this fund manager is shorting tech giants By Jonathan Jones  30-Aug-2024
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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