Morgan Stanley Strategist Heads to Buyside

Vinicius Silva, an EM equity strategist at Morgan Stanley, has decamped for the buyside. He is now a principal at Altima Advisors, a UK-headquartered alternative investment manager with a focus on equities and a total of $2.5bn under management. Silva says he will be helping Altima build up its EM equities portfolio, sticking to macro equity strategy and also taking on coverage of natural resources companies. He will be based in New York. Altima has a global equity fund, an agriculture fund and an EM equity vehicle. A Morgan Stanley official says the EM strategy post vacated by Silva will likely be filled, though not necessarily in New York. Silva, who was a VP for global emerging markets equity strategy, reported to Jonathan Garner, head of GEM strategy, who remains at the firm. The official notes that Morgan Stanley has recently hired Guilherme Paiva from Deutsche Bank to lead LatAm equity strategy.