Tim Clark

Morgan Stanley Australia is an active managers of capital, striving to deliver results for their clients. The range of assets they make available to clients is similarly expansive. Cash, fixed income, domestic and international equity, alternatives and structured products are blended into portfolios that are designed to deliver the right blend of risk and return. The firm emphasizes the exchange of investment ideas among team members and uses bottom-up fundamental research to fully understand the industries and companies in which they invest.

LAM seeks attractive, long-term, absolute returns through their fundamental, opportunistic, value-approach. The firm chooses to hold cash whenever they are unable to find compelling investing opportunities or when great opportunities are scarce. Their aim is to invest in securities trading at wide discounts to underlying value with downside protected by tangible asset backing or strong free cash flow generation.