Global Intrinsic Value Fund

Timothy Dittmer is an investment officer and equity research analyst at MFS Investment Management® (MFS®). In this role, he is responsible for identifying the most attractive investment opportunities in his assigned universe, and he works closely with portfolio managers to ensure ideas are properly positioned within portfolios. Tim joined MFS in 2009 in his current role after participating in the firm's summer MBA internship program in 2008. He added portfolio management responsibilities on the Global Intrinsic Value strategy in 2021. Prior to joining MFS, he spent three years as a senior analyst at Stout Risius Ross and two years as a senior analyst at Ennis, Knupp & Associates. Tim earned a Bachelor of Business Administration degree magna cum laude from the University of Notre Dame and a Master of Business Administration degree with honors from the University of Chicago Booth School of Business.

Philip Evans is an investment officer and equity portfolio manager with MFS Investment Management® (MFS®). He is a member of the firm's Global Intrinsic Value and International Intrinsic Value strategies and is responsible for buy and sell decisions, portfolio construction, risk control and cash management. He also participates in the research process and strategy discussions. He is based in London. Phil joined MFS in 2011 as an equity research analyst. In 2019, he took on portfolio management responsibilities for the firm's European Core Equity strategy and added his current portfolio management duties in 2020. He was previously an equity analyst with Baillie Gifford & Co. for three years. Phil earned a master's degree, first class, from the University of St. Andrews.

Benjamin Stone, IIMR, is an investment officer and international equity value portfolio manager at MFS Investment Management® (MFS®). He is part of the portfolio management teams for International Intrinsic Value and Global Intrinsic Value strategies. In his role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. Additionally, he participates in the research process and strategy discussions within the larger MFS value equity team. He is based in London. Ben joined MFS in 2005 as a member of the MFS European Research Equity investment team, serving as an equity analyst responsible for identifying and evaluating companies across several sectors, including pharmaceuticals, autos, investment banks and asset managers. He assumed his current position in 2008. He began his investment career in 1996 at Schroders Investment Management, where he served as an equity research analyst for nine years, covering pan- European building materials and retail companies. Ben earned a Bachelor of Arts degree from Durham University. He is IIMR-qualified (Investment Management and Research, UK) and a member of the CFA Institute (CFA Society of the UK).

Victoria Higley, ASIP, is an investment officer and institutional equity portfolio manager at MFS Investment Management® (MFS®). In her role, she participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. She is also responsible for communicating investment policy, strategy and positioning. Victoria joined MFS in 2011 in her current role. Before that she spent three years at Fidelity International as a UK institutional client director and 14 years at UBS Asset Management as a UK institutional client director, pan-European equity analyst and UK portfolio manager. She began her career in the financial services industry in 1994. Victoria holds a bachelor's degree from Durham University. She is a regular member of the CFA Institute and an Associate of the CFA Society of the UK (ASIP).