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Morgan Stanley

Morgan Stanley

Menlo Park, Californiamorganstanley.com

Overview

Counterpoint Global is an active fundamental equity team within Morgan Stanley Investment Management that seeks to make long-term investments in unique, established, and emerging companies globally that it believes have sustainable competitive advantages.

Year Founded

1998

AUM

$1.66T

Portfolio Companies

398

Investments

Morgan Stanley investments
CompanyDateStageLead
HiddenLayerSep 2026Series BCo-investor
HadrianAug 2026Series DCo-investor
imagi EducationJul 2026SeedCo-investor
Arcade Software, Inc.Jun 2026Series ACo-investor
Arcade.devJun 2026Series ACo-investor

Key People

Karma Tshering

Managing Partner

Cathy Corrigan McDermott

Managing Director, Portfolio Manager

CFP® Alton Theodore Davis

Managing Director, Wealth Management Financial Advisor, Senior Portfolio Manager

Deidre Walsh

Managing Director

Michael Darley

Managing Director,Portfolio Manager, Family Wealth Director, Financial Advisor

Nick Nocito

Managing Director, Expansion Capital

Pete Chung

Managing Principal, Managing Director, Managing Member

Vikram Raju

Managing Director, Head of Climate Investments, 1GT Platform

Alowi Alimirah

Executive Director - Portfolio Manager

Carl Thompson

Executive Director, Municipal Portfolio Manager

CFP® Michael Romance

Executive Director, Senior Portfolio Manager, Financial Advisor

CFP® Noah Ennis

Financial Advisor, Executive Director, Senior Portfolio Manager The McGee And Ennis Group

Daniel McElaney

Executive Director Bank Loan Portfolio Manager

Ed Greenaway

Executive Director And Portfolio Manager

Jim Hyunsung Kim

Executive Director

Juan Carlos Carrera

Executive Director, ICA The New York Latin America Group

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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FAQ

Firmographic Details

HeadquartersMenlo Park, California
Year Founded1998
AUM$1.66T

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