NYSE:MSDL · New York Stock Exchange
+$0.14 today
Vol 0.36M · Avg 0.67M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Management quality matters because capital allocation choices determine how much of Morgan Stanley Direct Lending Fund earnings power becomes long-term shareholder value. Use this page to compare MSDL returns on capital, executive context, insider transactions, ownership signals, and growth trends against peers, then decide whether leadership appears disciplined, aligned, and capable of compounding through changing market conditions.
Return Metrics
ROE, ROIC & ROA over time
ROE
7.0%
avg 21.7%
ROIC
6.7%
avg 3.9%
ROA
3.1%
avg -7.9%
Analysis
ROE is currently the strongest return metric at 7.0% versus its period average of 21.7%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Erin Hood | Secretary | — | — | — | — | — |
Hope Lynne Brown Saxton | Chief Compliance Officer | — | — | 52 | $0.00 | <0.01% |
Jonathan Frohlinger | Principal Accounting Officer | — | — | 36 | — | — |
Michael Occi Jr. | Chief Executive Officer & Director | — | — | 41 | $28,500.00 | 0.03% |
Orit Mizrachi | Co- President & COO | — | — | 53 | $5,867.00 | <0.01% |
Sanna Johnson | Investor Relations Contact | — | — | — | — | — |
Ashwin Krishnan | Chief Investment Officer | — | — | 49 | $3,000.00 | <0.01% |
David Pessah | Chief Financial Officer | — | — | 40 | $15,000.00 | 0.02% |
Jeffrey Day | Co-President | — | — | 48 | $22,818.00 | 0.03% |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
15
$1.82M
Sells
0
$0.00
Net Sentiment
+$1.82M
Net buying
Most Active
MILLER DAVID N
3 transactions
1–10 of 15
Analysis
Insiders reported 15 buys worth $1.82M and 0 sells worth $0.00 over the last 12 months. That adds up to net buying of $1.82M. MILLER DAVID N was the most active insider with 3 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | +131.9% | -7.7% (5yr)2 analysts |
| Revenue | N/A | N/A | +140.9% | -2.6% (5yr)1 analysts |
| Net Income | N/A | N/A | +132.9% | -7.9% (5yr)1 analysts |
| EBIT | N/A | N/A | +133.4% | -3.6% (5yr)1 analysts |
Analysis
Recent growth has been strongest in Revenue at +140.9% over three years. Forward estimates point to Revenue at -2.6% (5yr), giving you a quick check on whether expectations are accelerating or cooling.
Competitors
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Who manages MSDL?
Morgan Stanley Direct Lending Fund (MSDL) lists 9 active executives. The top listed executive is Erin Hood, Secretary.
Are MSDL insiders buying or selling?
Recent insider activity shows net buying of $2.02M.
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