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Fund Manager Focus: Dennis Lynch, Manager, Morgan Stanley Institutional Growth Fund
FYI: Throughout his career, Barton Biggs espoused the importance of not getting caught up in the day-to-day news at the expense of big-picture ideas. “Discard the junk,” wrote the founder of Morgan Stanley Investment Management in 1977. “Instead, you are far better off to read a much smaller amount of good material with care and thoughtfulness.”
This philosophy of looking beyond the fray is one that Dennis Lynch, head of the firm’s growth investing, has incorporated at every stage of the investment process, including the $3.5 billion Morgan Stanley Institutional Fund Growth Portfolio (ticker: MSEGX for the retail share class). The fund is up an average of 10.3% a year over the past decade, better than 94% if its large growth peers. Regards, Ted http://online.barrons.com/articles/big-ideas-big-picture-1416018934#printMode
