Dennis Lynch
Head of Counterpoint Global at Morgan Stanley Investment Management, with 26 years of investment experience and a focus on concentrated portfolios.
Best podcasts with Dennis Lynch
Ranked by the Snipd community
Jun 1, 2021 • 1h 13min
Dennis Lynch - Delivering Alpha in Adapting Markets - [Invest Like the Best, EP. 228]
Dennis Lynch, Head of Counterpoint Global, brings his impressive experience managing over $100 billion in assets to the conversation. He discusses his unique approach to building strong research teams and how misclassified companies present major investment opportunities. Lynch emphasizes the significance of adaptability in his strategies over the years, touching on the power of time arbitrage and the influence of long-term perspectives, especially drawing lessons from Amazon's investment philosophy.
Nov 19, 2020 • 1h 7min
Dennis Lynch on Global Portfolio Management (Podcast)
Dennis Lynch, head of Counterpoint Global at Morgan Stanley, draws on 26 years of investment experience to share his unique approaches to global portfolio management. He discusses the benefits of small, diverse teams in decision-making and the importance of a concentrated investment strategy. Lynch delves into the role of personality testing in enhancing team dynamics and reflects on how the pandemic shifted investment philosophies. He provides insights on managing high beta stocks, emphasizing a blend of quantitative and qualitative approaches for navigating volatility.
