From Cyclical Lag to Structural Opportunity: Quality’s Path Forward
How We Invest
In 1924, MFS launched the first open-end mutual fund in the US, and in 1932 we built one of the industry's first in-house research departments. Today, we have nearly a century of active management expertise and invest around the globe.
Our focus remains the same — fundamental research that strives to spot long-term opportunities and indentify risks. We would rather find good performance that lasts than great performance that doesn't.
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Equity Insights
Equity Insights
Equity InsightBuilding a Systematic Approach to Identify Stock Sell Signals
10 March 2026We believe our sell model is a useful risk tool to have in portfolio management. It identifies stocks that are vulnerable and likely to underperform in the next few months.Equity InsightInternational Large-Cap Value: The Forgotten Asset Class
6 March 2026Investors seeking to capture the benefits of diversification may be well served by an allocation to international large cap value given its sector composition and the low correlation of the asset class to US equity markets.
Equity Insight5 minMFS® Large Cap Value Strategy - Quarterly Portfolio Update
8 January 2026Kate Mead, Institutional Portfolio Manager, shares the team's thoughts on the large-cap value asset class and provides a quarterly update on the Large-Cap Value Strategy.Equity InsightJapan’s Economic Reboot: Unlocking Equity Potential Through Digital Transformation
8 December 2025Japan is undergoing an economic shift due to labor constraints, catalyzing digital transformation and creating opportunities for investors.Equity InsightFour Reasons the AI Boom May Not Bust
5 December 2025Looking at today’s AI boom through the lens of the .com bubble
Equity Insights
Building a Systematic Approach to Identify Stock Sell Signals
International Large-Cap Value: The Forgotten Asset Class
Investors seeking to capture the benefits of diversification may be well served by an allocation to international large cap value given its sector composition and the low correlation of the asset class to US equity markets.
MFS® Large Cap Value Strategy - Quarterly Portfolio Update
Japan’s Economic Reboot: Unlocking Equity Potential Through Digital Transformation
