Valuation is another important consideration, though the managers tend to have more appetite for higher-multiple stocks than the typical MFS manager. MFS’ strong central research team plays a ...
Our research team assigns Bronze ratings to strategies they’re confident will outperform a relevant index, or most peers, over a market cycle on a risk-adjusted basis. Each fund in this series ...
Valuation is another important consideration, though the managers tend to have more appetite for higher-multiple stocks than the typical MFS manager. For instance, they initiated a position in ...
The managers rely heavily on MFS’ strong central analyst team. MFS’ equity analysts do the bulk of the fundamental research and supply the portfolio managers with buy, sell, and hold ...
Our research team assigns Neutral ratings to strategies they’re not confident will outperform a relevant index, or most peers, over a market cycle on a risk-adjusted basis. MFS' talented analyst ...
He joined MFS in 1998 and has more than 30 years of industry experience. He has also run tech sleeves of a handful of international strategies for the firm for more than 10 years. Additionally ...
Our research team assigns Bronze ratings to strategies they’re confident will outperform a relevant index, or most peers, over a market cycle on a risk-adjusted basis. Each fund in this series ...
Stone joined MFS in 2005 as an analyst, and this strategy has posted impressive results since he became a comanager in 2008. Evans joined the team on Feb. 1, 2020. Evans joined MFS in 2011 and ...
This strategy mixes quantitative stock ratings with MFS analyst recommendations to identify attractive stocks, but it lacks a defining, enduring edge. The quant ranking system looks at factors ...
But unlike many of their MFS colleagues, the managers here dedicate roughly one third of the portfolio’s assets to opportunistic stocks, which are companies they believe are due to improve ...
Stone is responsible for the portfolio's agency mortgage sleeve. In the roughly five years since he joined MFS, he has worked with the firm’s quant analysts to build a set of tools that model ...
They work with MFS’ central analyst team to identify compelling companies with strong brand power, unique intellectual property, pricing power, and scalability, among other advantages.
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