Equity Team

Alison O'Neill is co--chief investment officer of equity for the Americas and a portfolio manager at MFS Investment Management® (MFS®). In her role, she partners with the firm's other regional co-CIOs in the research management process and strategy discussions, including by developing investment policies and programs that achieve the investment objectives of MFS and its clients. Alison joined MFS in 2005 as an equity research analyst after completing the firm's MBA summer internship program in 2004. She was named director of research for North America in 2016, assumed her portfolio manager role in 2018 and was named co-CIO in 2020. She has worked in the industry since 2000. Alison earned a Bachelor of Arts degree cum laude from Harvard University and a Master of Business Administration degree from the Massachusetts Institute of Technology.

Andrew C. Boyd is an investment officer and institutional portfolio manager at MFS Investment Management® (MFS®). He works directly on the firm's growth equity portfolios. As a member of the growth team, Andrew participates in the research process and strategy discussions, assesses portfolio risk and manages daily cash flows. He serves as the lead in the communication of these strategies and the customization of portfolios to client objectives and guidelines. Andrew joined MFS in 1998. Previously, he spent six years with John Hancock Funds. He earned a bachelor's degree from the University of New Hampshire and a Master of Business Administration degree from Boston University.

Anne-Christine (AC) Farstad is an investment officer and equity portfolio manager for the Contrarian Value strategies at MFS Investment Management® (MFS®). In this role, she is responsible for final buy and sell decisions, portfolio construction, risk and cash management. She also participates in the research process and strategy discussions. She is based in London. AC joined MFS in 2005 as an equity research analyst before assuming her current role in 2015. Before joining the firm, she worked for two years as an equity research analyst following European and US companies for Bailey Coates Asset Management. She also spent one year in the Global Equity Hedge Fund Sales group for UBS in London. She began her career in the financial services industry in 2002. AC earned a Master of Arts degree in literature from the University of Cambridge.

Barnaby Wiener is an investment officer and equity portfolio manager and the head of sustainability and stewardship for MFS Investment Management® (MFS®). He manages the firm's Prudent Wealth, Prudent Capital and Prudent Investor strategies and serves as a portfolio manager on the firm's Managed Wealth strategy, an alternative strategy run by a committee of the firm's portfolio managers. He is also responsible for continuing to integrate sustainability across our investment platform. He is based in London. Barnaby joined the firm as a research analyst in 1998. He assumed portfolio management duties in 2003 and took on the head of sustainability and stewardship role in 2020. He also served as director of European research from 2003 to 2010. Prior to joining the firm, he was an equity research analyst at both Merrill Lynch and Crédit Lyonnais. Before that, he served as a captain in the British Army. Barnaby is a graduate of Ampleforth College and Oxford University.

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).

Benjamin Tingling is an institutional portfolio manager at MFS Investment Management (MFS). In this role, he participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. He also communicates investment policy, strategy and positioning. He is based in London.

Benjamin joined MFS in 2014 in his current role. He previously worked for Man Group Plc for six years, most recently as a derivatives and client on-boarding associate.

Benjamin earned a Bachelor of Science degree in economics and finance from Brunel University. He holds the Chartered Alternative Investment Analyst (CAIA) designation and an Investment Management Certificate (IMC).

Brooks Taylor is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). In this role, he responsible for final buy and sell decisions, portfolio construction and risk and cash management. Additionally, he participates in the research process and strategy discussions. Brooks joined MFS in 1996 as an equity research analyst and assumed portfolio management responsibilities in 2000. Prior to joining the firm, he worked as an analyst for Lodestar Group, a subsidiary of Société Générale; Fidelity Management and Research Company; and Salomon Brothers. Brooks earned a Bachelor of Arts degree in economics from Yale University and a Master of Business Administration degree from the Wharton School of the University of Pennsylvania.

Camille Humphries Lee, CFA, is an investment officer and equity portfolio manager for the International Diversification and Research International strategies at MFS Investment Management® (MFS®). She also serves as an institutional equity portfolio manager for the firm's International Intrinsic Value strategy. Camille joined MFS in 2000 as an institutional portfolio manager and assumed her portfolio management responsibilities in 2018. She has worked in the investment management industry since 1990 and previously served as a vice president and research analyst at Alex. Brown, Inc. and later at SG Cowen Securities Corp. Camille earned both a bachelor's degree and a Master of Business Administration degree from the University of Virginia. She holds the Chartered Financial Analyst (CFA) designation.

Chris Sunderland is an investment officer and institutional portfolio manager at MFS Investment Management® (MFS®). As an institutional portfolio manager, he participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows. He is also responsible for communicating investment policy, strategy, and positioning.

Prior to joining MFS in 2015, Chris was a vice president of Eaton Vance Management, director of product and portfolio strategy for equity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors strategies. Previously, he was affiliated with AXA Investment Managers, where he served as an institutional portfolio manager. Before that, he served as a senior portfolio manager with State Street Global Advisors, where he was responsible for managing U.S. Large-Cap Core and Growth equity strategies. He began his career in the financial services industry at State Street Bank in 1990.

Chris earned a Bachelor of Science degree in finance from Babson College and a Master of Business Administration degree from the F.W. Olin School of Business at Babson College. His commentary has appeared in Institutional Investor, Boston Business Journal, FundFire, Ignites, Bloomberg TV, Fox Business News and the Business News Network.

Claud P. Davis, CFA, is an investment officer and equity portfolio manager for the Utility strategies at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the research process and strategy discussions. Claud joined MFS in 1989 as a management analyst in the Internal Consulting Department. He was named a senior manager in that area in 1992, a credit analyst in 1994 and an equity research analyst in 2000. He assumed portfolio management responsibilities in 2014. He previously worked for KPMG Peat Marwick as a senior associate before joining MFS. He began his career in the financial services industry in 1985. Claud earned a Bachelor of Science degree in business administration and economics from Lehigh University and a Master of Business Administration degree in finance and strategy from the Carroll School of Management at Boston College, where he received the Award for Outstanding Academic Performance. He holds the Chartered Financial Analyst (CFA) designation.

Colin R. Moore, CFA, 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 works closely with portfolio managers to ensure ideas are properly positioned within portfolios. He is based in Toronto. Colin joined MFS in 2014 in his current role. He previously spent eight years as an equity research analyst at Credit Suisse. Colin earned a Bachelor of Commerce degree from McGill University and a Master of Business Administration degree from the University of Western Ontario.

David S. Shindler is co--chief investment officer of equity for Europe and a portfolio manager at MFS Investment Management® (MFS®). In his role, he partners with the firm's other regional co-CIOs in the research management process and strategy discussions, including by developing investment policies and programs that achieve the investment objectives of MFS and its clients. He is based in London. David joined MFS in 2006 as an equity research analyst after participating in the firm's summer MBA internship program in 2005. From 2012 to 2017, he held the position of director of research -- Canada. He was named portfolio manager in 2013, served as director of research -- Europe from 2019 to 2020 and assumed his co-CIO title in 2020. Prior to joining the firm, he spent three years as a consultant at The Bridgespan Group and two years as an associate consultant at Bain & Company. David earned an MA (Cantab) degree in political science from the University of Cambridge and a Master of Business Administration degree from Dartmouth College.

Edward J. Dearing is an investment officer and equity portfolio manager at MFS Investment Management (MFS). In this role, he is responsible for final buy and sell decisions, portfolio construction, risk and cash management. He also participates in the research process and strategy discussions. He is based in London.

Edward joined MFS in 2014 as an equity research analyst and took on portfolio management responsibilities for the firm's Prudent Capital strategy in 2018. Prior to joining the firm, he worked at Deutsche Bank AG. Before that, he worked for three years as an attorney with Covington & Burling LLP and for three years at Clifford Chance LLP.

Edward earned his Master of Arts degree in Law with honors from Cambridge University and a Master of Business Administration degree from the London Business School.

Eleanor Shing is an investment officer and equity research analyst at MFS Investment Management® (MFS®). In this role, she is responsible for identifying the most attractive investment opportunities in her assigned universe. She also works closely with portfolio managers to ensure ideas are properly positioned within portfolios. She is based in Hong Kong. Eleanor joined MFS in 2011. She previously served as a principal at TPG-Axon Capital for four years following four years as an associate and analyst at Citigroup. She began her career in financial services in 2003. Eleanor earned a Bachelor of Arts degree from Yale University.

Eric B. Fischman, CFA, is an investment officer and portfolio manager at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management. He also participates in the research process and strategy discussions. Eric joined MFS as an equity research analyst in 2000 and was named portfolio manager in 2002. Prior to joining the firm he served as an equity research analyst at State Street Research and as a staff attorney at the US Federal Reserve Board in Washington, D.C. Eric earned a Master of Business Administration degree from Columbia Business School, a law degree from Boston University School of Law and a bachelor's degree from Cornell University. He holds the Certified Financial Analyst (CFA) designation.

Eric J. Braz, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). As a member of the portfolio management team of the MFS® Global Small-Mid Cap and MFS® US Mid Cap Growth strategies, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the research process and strategy discussions. Eric joined MFS in 2007 as an equity research analyst following his participation in the firm's Summer MBA Internship program in 2006. He assumed his portfolio management responsibilities in 2020. Before joining the firm, he served as a consultant for Bates White, LLC, working in the firm's corporate finance and environmental and product liabilities practices for three years in Washington, D.C. Eric earned a Bachelor of Science degree from Pennsylvania State University and a Master of Business Administration degree from the University of Chicago Booth School of Business, where he was a Robert Toigo Foundation Fellow. He holds the Chartered Financial Analyst (CFA) designation from the CFA Institute.

Florence G. Taj is an investment officer and equity portfolio manager for MFS Investment Management® (MFS®). In this role, she is responsible for buy and sell decisions, portfolio construction, risk control and cash management. She also participates in the research process and strategy discussions. She is based in London. Florence joined MFS as a research analyst in 1999 covering numerous sectors including financials, consumer staples, technology hardware, media and utilities. She has held senior research positions, including consumer cyclicals sector team leader for five years, and launched the firm's Global Listed Infrastructure strategy in 2017 for which she has portfolio management responsibilities. She joined the firm's European Value portfolio management team in 2018. Before joining MFS, she spent three years at Renaissance Solutions, Inc., where she served as senior consultant. She participated in MFS' summer MBA internship program in 1998. Florence earned a master's degree in international management from the University of Ottawa and Reims Management School, now The NEOMA Business School, in France in 1993 and a Master of Business Administration degree from Harvard Business School in 1999.

Gabrielle Gourgey is an investment officer of MFS Investment Management (MFS) and institutional equity portfolio manager for the firm's global equity portfolios. She also has portfolio management responsibilities for the firm's European Research strategy. She is based in the firm's London office. Gabrielle joined MFS in 2006 from Merrill Lynch, where she spent eight years as a sector specialist primarily covering the global technology sectors. Prior to that she was at CIBC Oppenheimer for two years where she worked as a US markets analyst in the Institutional Equity Sales Group. Gabrielle earned a Bachelor of Arts degree from Bristol University. She then went on to attend the London Business School where she completed the Financial Analysis and Accounting course.

Harry Purcell is an investment officer and equity portfolio manager for the Emerging Markets Equity strategy at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the research process and strategy discussions. He is based in Singapore. Harry joined MFS in 2012 as an equity research analyst and assumed his current role in 2017. Before that, he cofounded and served as a portfolio manager at Zedd Capital for three years. He previously held portfolio management roles at CQS Management Limited and Tribeca Global Investments (part of Citigroup). He also spent seven years at F&C Management Ltd., holding the roles of both pan-European fund manager and head of global technology research. He began his career in the financial services industry in 1998. Harry earned both a Bachelor of Arts degree and a master's degree in Japanese studies from the University of Oxford.

Ian Bigney, CFA, 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. He also works closely with portfolio managers to ensure ideas are properly positioned within portfolios.

Ian joined MFS in 2001 as a mutual fund administrator. He later served as a portfolio analyst from 2002 to 2005 before assuming his current role.

Ian earned a Bachelor of Arts degree from McGill University. He holds the Chartered Financial Analyst (CFA) designation and is affiliated with the Toronto CFA Society.

J. Scott Walker, CFA, is an investment officer, portfolio manager and equity research analyst at MFS Investment Management® (MFS®). As a portfolio manager, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. As an analyst, he is responsible for identifying the most attractive investment opportunities in his assigned universe, which currently includes the telecom/cable and energy sectors. He also works closely with other MFS portfolio managers to ensure investment ideas are properly positioned within portfolios. Scott joined MFS in 2008 after participating in the firm's MBA internship program in 2007. He was named a portfolio manager in 2017 on the MFS® Utilities Fund team and joined the Global Infrastructure portfolio management team in April 2019. Prior to his career in the financial service industry, he worked in the media and entertainment industries for three years and in education for five years. Scott earned a Bachelor of Arts degree from Stanford University and a Master of Business Administration degree from the University of Pennsylvania. He holds the Chartered Financial Analyst designation.

James F. Schuster 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. He also works closely with portfolio managers to ensure ideas are properly positioned within portfolios. James joined MFS in 2007 as a fundamental equity research associate. He assumed his current role in 2010 and began comanaging the equity associate program in 2015. James earned a Bachelor of Science degree in finance from the University of Arizona.

James Keating, CFA, is an investment officer and institutional equity portfolio manager at MFS Investment Management® (MFS®). In this role, he participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows. He also communicates investment policy, strategy and positioning. He is based in Toronto. James joined MFS in 2007 as an equity research analyst and assumed his current role in 2014. Prior to MFS, he spent five years covering Canadian financial services stocks at RBC Dominion Securities and eight years as an analyst covering financial services at Merrill Lynch Canada. He previously worked for Nesbitt Thomson, Citibank (Canada) and Deloitte Haskins & Sells. He began his career in the financial services industry in 1983. James earned a Bachelor of Commerce degree in economics and computer science from the University of Toronto. He also holds the Chartered Financial Analyst (CFA) designation.

Jeffrey C. Constantino, CFA, CPA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). As a member of the portfolio management team of the firm's Large Cap Growth and Global Growth strategies, 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. Jeff joined MFS as a research analyst in 2000 following his participation in the firm's MBA Summer Internship program. He was named portfolio manager in 2005 and joined the portfolio management team of the Global Growth strategies in 2008. From 1995 to 1998, he was a financial consultant in the mergers and acquisitions group at Arthur Andersen. Jeff earned a Bachelor of Science degree from the University of Illinois. He graduated as a Palmer Scholar with highest honors and distinction from the Wharton School of the University of Pennsylvania, where he earned a Master of Business Administration degree. He holds the Chartered Financial Analyst (CFA) designation and is a certified public accountant (CPA).

Jeffrey D. Morrison, CFA, is an investment officer and institutional portfolio manager at MFS Investment Management (MFS). In his role supporting the firm's Blended Research strategies, he participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. He also communicates investment policy, strategy and positioning.

Jeff joined MFS in 2006 as an institutional portfolio manager and was named portfolio manager in 2011. He managed several Canadian equity strategies for the firm from 2012 to 2017. He took on his current responsibilities as an institutional portfolio manager for the firm's Blended Research portfolios in January 2017. Before joining MFS, he served for eight years as a portfolio manager at Franklin Templeton Investments, including two years at Bissett Investment Management, where he was a voting member of the Investment Policy Committee and a member of the Senior Management Committee. He served as lead manager on various US and global equity mandates at Bissett/Franklin Templeton. Prior to that, he worked for six years as a US equity analyst and portfolio manager for Mulvihill Capital Management as well as working for two years as a capital markets analyst and one year as a bond and money market trader for CT Investment Counsel (CTIC).

Jeff earned a Bachelor of Business Management degree from Ryerson University (formerly Ryerson Polytechnical Institute) and holds the Chartered Financial Analyst (CFA) designation.

Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.

Johnathan P. Munko is an investment officer and equity portfolio manager for the Total Return and Global Value strategies at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the research process and strategy discussions. Johnathan joined MFS in 2010 as an equity research analyst following his participation in the firm's Summer MBA Internship program in 2009. He took on portfolio management responsibilities in 2019 and served as the US financial services sector leader as part of his analyst duties for three years. He previously served as a senior associate at PwC for two years, following three years as an associate. He began his career in the financial services industry in 2003. Johnathan earned a Bachelor of Science degree magna cum laude in accounting and computer science from Boston College and a Master of Business Administration degree from Dartmouth College's Tuck School of Business.

Joseph A. Skorski is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction, risk and cash management. He also participates in the research process and strategy discussions. He is based in Tokyo. Joseph joined MFS in 2007 as an equity research analyst and assumed portfolio management responsibilities in 2013. He was named to the Global Growth strategy in 2018. Prior to joining the firm, he served as an equity research analyst at Putnam Investments for five years and spent five years as a manager at the consulting firm Accenture. He began his career in financial services in 1997. Joseph earned a Bachelor of Science degree with distinction from Cornell University and a Master of Business Administration from The Massachusetts Institute of Technology.

Joseph G. MacDougall, CFA, is an investment officer and institutional equity portfolio manager at MFS Investment Management® (MFS®), working directly on the firm's US mid and small cap value and large cap core equity portfolios. In addition, he serves as portfolio manager on the firm's US research portfolios, providing general oversight of analyst-led portfolios. Joe joined MFS in 2000 and was named institutional portfolio manager in 2005. Before joining the firm, he was an investment analyst at UAM Investment Services and also served as the director of managed accounts and as a senior financial analyst at New England Securities. He began working in the investment industry in 1995. Joe earned a Bachelor of Science degree in finance from Boston College and a Master of Business Administration degree from Boston University. He is a Chartered Financial Analyst and a member of the Boston Security Analysts Society.

Kate Mead, CFA, is an investment officer and institutional equity portfolio manager at MFS Investment Management® (MFS®). In this role, she participates in the research process and in strategy discussions, communicates investment policy, strategy and positioning, customizes portfolios to client objectives and guidelines and manages daily cash flows. In addition, Kate is a member of the firm's IPM Global Leadership team, which includes oversight of the North American Equity IPM team. Kate joined MFS in 1997 as an equity research analyst specializing in global auto and auto parts, medical devices, telecom and networking, and US regional banks. She assumed her current role in 2002. Prior to joining the firm, she spent two years as a financial analyst for Coopers & Lybrand. Kate earned a Bachelor of Science degree in finance from Villanova University, graduating magna cum laude, and a Master of Business Administration degree from the Wharton School of the University of Pennsylvania. She holds the Chartered Financial Analyst certification and is a member of the Boston Security Analysts Society.

Katherine A. Cannan is an investment officer and equity portfolio manager with MFS Investment Management® (MFS®). As a member of the firm's US Large Cap Value Equity portfolio management team, she is responsible for buy and sell decisions, portfolio construction, risk control and cash management. She also participates in the research process and strategy discussions. Katie joined MFS in 2013 as an equity research analyst following her participation in the firm's MBA Summer Internship program in 2012. She added portfolio management responsibilities in 2019. She previously spent two years as an associate for Thomas H. Lee Partners and two years as an analyst for Goldman, Sachs & Co. She began her career in the financial services industry in 2007. Katie earned a Bachelor of Arts degree magna cum laude in economics from Northwestern University and is a member of Phi Beta Kappa. She also earned a Masters of Business Administration degree from Harvard Business School.

Kevin J. Schmitz is an investment officer and equity portfolio manager for the Mid Cap Value and New Discovery Value strategies at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the research process and strategy discussions. Kevin joined MFS in 2002 as an equity research analyst. He took on co--portfolio management duties in 2009 before assuming his current role in 2011. Prior to joining the firm, he was a financial analyst and vice president of business development for Fidelity Investments. He began his career in the financial services industry in 1995. Kevin earned a Bachelor of Business Administration degree in finance from the University of Michigan.

Kevin M. Dwan is an investment officer and equity portfolio manager for the International Growth strategies at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the research process and strategy discussions. He is based in Singapore. Kevin joined MFS in 2005 as a global equity analyst. He was named director of research -- Asia in 2007 and assumed his current role in 2012. Prior to MFS, he worked for nine years at Putnam Investments in various roles in Boston, London and Tokyo, including equity analyst and sector-sleeve portfolio manager for international core equity strategies. He began his career in the financial services industry in 1996. Kevin earned a Bachelor of Arts degree in economics from Harvard University and a Master of Business Administration degree from Harvard Business School.

Koki Akala, CFA, 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. He also works closely with portfolio managers to ensure ideas are properly positioned within portfolios.

Koki joined MFS in 2016. He previously served as an associate at CIBC Capital Markets for four years and spent one year as an associate at TD Securities.

Koki earned a Bachelor of Business Administration degree from Wilfrid Laurier University and a Master of Business Administration degree in finance and strategy from the Schulich School of Business. He holds the Chartered Financial Analyst (CFA) designation.

Lionel Gomez is an investment officer and equity portfolio manager for the International Small-Mid Cap strategy at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the research process and strategy discussions. He is based in Singapore. Lionel joined MFS in 2013 as an equity research analyst and assumed portfolio management responsibilities in 2021. He previously served as a portfolio manager at Nomura Asset Management for three years and a deputy fund manager at Deutsche Asset Management Asia for four years. Lionel earned a Bachelor of Science degree in engineering from the University of Michigan.

Matthew Barrett, ASIP, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®), managing the firm's International Growth and European ex UK strategies. He is based in MFS' London office.

Matthew joined MFS in 2000 and became a research analyst in 2001. He was named portfolio manager in 2008. Before joining MFS, he was an associate director specializing in Asian equities for Newport Capital Ltd.

He earned a bachelor's degree from University College London and holds a Masters of Business Administration from the London Business School. He is a member of the CFA Society of the UK and an associate of the Society of Investment Professionals (ASIP).

Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration, and active risk management.

Michael S. Grossman, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®).

Before joining MFS in 2005, Michael spent three years as a research analyst following small and mid-cap commercial services and transportation companies for Essex Investment Management Co., LLC as well as three years as an investment associate in large-cap global equity research for Putnam Investments.

Michael earned his bachelor's degree from the University of Pennsylvania and holds an MBA from Boston College. He is a member of the CFA Institute and the Boston Society of Securities Analysts Society, Inc.

Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration, and active risk management.

Nevin Chitkara is an investment officer and an equity portfolio manager at MFS Investment Management® (MFS®). In his role as a manager on several large cap value portfolios, he is responsible for buy and sell decisions, portfolio construction and risk and cash management. Additionally, he participates in the research process and strategy discussions. Nevin joined MFS in 1997. Prior to being named portfolio manager in 2006, he was an equity research analyst specializing in the industrial, consumer staples, telecommunications, business services and transportation industries. Previously, he served on the corporate audit and business development staffs of General Electric Co. Nevin earned a Bachelor of Science degree from Boston University, graduating magna cum laude. He also holds a Master of Business Administration degree from the MIT Sloan School of Management. He serves as a Board member of the Wake Forest University School of Business.

Nicholas J. Paul, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). Nicholas serves as a portfolio manager of the International Diversification strategy. He also serves as an institutional portfolio manager and member of the following portfolio management teams: International Growth Equity, International Large Cap Value Equity, Global Small-Mid Cap Equity and European Smaller Companies. As an institutional portfolio manager, he participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. Nicholas joined the firm in 2010. He served as an investment product specialist before becoming an institutional portfolio manager in 2018 and being named portfolio manager in 2022. Prior to joining the firm, he spent nine years at Putnam Investments as a vice president and investment product manager. He began his career in financial services in 1999. Nicholas earned a bachelor's degree from West Virginia University and a Master of Business Administration degree with honors from Boston College's Carroll School of Management. He is a CFA charter holder and a member of CFA Society Boston, Inc.

Nicholas Demko, CFA, is an investment officer and equity research analyst with MFS Investment Management® (MFS®). In this role, he is responsible for identifying the most attractive investment opportunities in his assigned universe and works closely with portfolio managers to ensure ideas are properly positioned within portfolios. Nick joined MFS in 2016 in his current role. He previously worked at J.P. Morgan Asset Management as a research associate for four years. Nick earned a Bachelor of Science degree in engineering from Cornell University and a Master of Business Administration degree from the University of Chicago Booth School of Business. He holds the Chartered Financial Analyst (CFA®) designation.

Peter Fruzzetti is an investment officer and equity portfolio manager for the International New Discovery, European Smaller Companies and Global New Discovery strategies at MFS Investment Management® (MFS®). In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the research process and strategy discussions. He is based in London. Peter joined MFS in 2000 as an equity research analyst and assumed his current role in 2004. Prior to joining MFS, he worked for Fidelity Investments for six years, serving as an equity research analyst and select portfolio manager. He began his career in the financial services industry in 1993. Peter earned his Bachelor of Science degree in finance from Boston College.

Pooja Daftary is a research analyst at MFS Investment Management® (MFS®). Pooja's primary role involves working with the firm's analysts and portfolio managers to integrate environmental, social and governance (ESG) issues into the investment decision-making process. She is also responsible for developing thought leadership regarding the role that ESG integration plays in a long-term investment process. Pooja joined MFS in 2009 as an investment research associate. In 2012, she left the firm to complete her Master of Business Administration degree before returning in 2014 as a global equity research analyst. She served in that role until 2018, when she assumed her current position. Pooja earned a Bachelor of Arts degree, magna cum laude, from Mount Holyoke College and a Master of Business Administration degree from Harvard Business School.

Richard R. Gable, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). He covers the real estate sector and manages the firm's real estate investment trust portfolios.

Rick joined MFS in 2011. Previously, he was a managing director and portfolio manager for 13 years for Sun Capital Advisers, a division of Sun Life Financial. While at Sun Capital, he managed several MFS real estate investment trust portfolios through a subadvisory relationship between MFS and Sun Capital. He also served as an analyst for Mellon Bank for four years. He has worked in the financial services industry since 1993.

Rick has a bachelor's degree from Middlebury College and a Master of Business Administration degree from Boston College. He is a member of the Boston Security Analysts Society and has earned the Chartered Financial Analyst (CFA) designation from the CFA Institute.

Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.

Robert M. Wilson, Jr. is an environmental, social and governance research analyst at MFS Investment Management® (MFS®). As the first to fill this role at MFS, he was responsible for the initial development and execution of our global equity and fixed income ESG investment integration strategy. Working with analysts and portfolio managers, Rob spends most of his time developing bottom-up, security-specific research aimed at modeling and valuing ESG risks and opportunities. He also produces action-oriented thematic research covering topics such as corporate taxation, income inequality, fixed income governance analysis and technology ethics. Rob is a member of the firm's ESG and proxy voting related--committees and sits on our impact investment steering group. More recently, Rob has spearheaded our ESG data and systems integration work. He has overseen the development of our platform that captures MFS proprietary engagement insights and has managed the roll out of ESG data to the broader investment team. Outside of his investment work, Rob engages with clients and consultants globally, develops thought leadership content, presents at conferences and collaborates with outside organizations such as the PRI, sharing MFS' research-based insights. Rob joined MFS in 2013 after six years with American Century, where he most recently served as a senior equity analyst. Previously, he spent five years at Bain & Company, working as a manager in the Financial Planning and Analysis group. Rob earned a Bachelor of Science degree in business administration from Boston University and a Master of Business Administration degree from the University of Chicago.

Robert M. Almeida Jr. is an investment officer and global investment strategist for MFS Investment Management® (MFS®), offering insight and perspective on cyclical and secular trends impacting investors. He also serves as a member of the portfolio management teams for multiasset income and alternative strategies. Rob joined MFS in 1999 and served as an institutional portfolio manager for the Fixed Income Department from 2007 through 2009. He joined the US Growth Equity team in 2009 and became a portfolio manager in 2014. He added additional portfolio management responsibilities in 2018 and assumed his current strategist title in 2019. Rob is a graduate of the University of Massachusetts and earned his Master of Science degree in finance from Sawyer Business School.

Robert W. Lau, CFA, is an investment officer and portfolio manager for MFS Investment Management® (MFS®). He is a member of the emerging market equity and international small-cap portfolio management teams. He is based in MFS' Singapore office.

Robert joined MFS in 2001 as a research analyst and was named portfolio manager in 2008. Previously, he was a portfolio manager for Goldman Sachs Asset Management from 1998 to 2001 and an equity analyst at J.P. Morgan Investment Management from 1996 to 1998.

Robert earned a Bachelor of Science degree from Massachusetts Institute of Technology and holds the Certified Financial Analyst designation.

Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.

Roger M. Morley is an investment officer and an equity portfolio manager at MFS Investment Management® (MFS®). He is a co-portfolio manager of MFS Global Equity (since 2009), MFS Global Concentrated Equity (since 2012) and portfolio manager of the MFS Meridian Core European Equity (since 2008). As an equity portfolio manager, Roger is responsible for the final buy and sell decisions, portfolio construction, and risk and cash management. Additionally, he participates in the research process and strategy discussions. Roger is based in MFS' London office.

Roger joined MFS as a research analyst in 2002 and was named portfolio manager in 2009. Prior to joining the firm, he worked in London for Deutsche Bank AG (formerly Bankers Trust Company and Alex. Brown & Sons), first as a financial analyst in the technology and media group and then as an associate in the health care group of the Global Investment Banking department.

Roger is a graduate of Saint Catharine's College, University of Cambridge, where he earned a Master of Arts degree in History. He also earned a Master of Business Administration degree from INSEAD in Fontainebleau, France.

Ryan P. McAllister, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). He is a member of the firm's global equity portfolio management team.

Ryan joined MFS in 2007 after participating in the MFS Summer MBA Internship Program in 2006. Prior to joining the firm, he served for three years as an assistant vice president in the loan administration/distressed debt group of LaSalle Bank, N.A. and was a basic industries analyst for the investment banking division of Deutsche Bank for two years. He was named portfolio manager in September 2016.

Ryan graduated summa cum laude from the University of Notre Dame, earning his Bachelor of Business Administration degree with a double major in finance and computer applications. He also received his Master of Business Administration degree with honors from the University of Chicago Booth School of Business. He holds the Chartered Financial Analyst (CFA) designation from the CFA Institute.

Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration, and active risk management.

Sandeep Mehta is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). As a member of the portfolio management teams for MFS' European Small Cap Equity and Global Small-Mid Cap strategies, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the research process and strategy discussions.He is based in London. Sandeep joined MFS in 2008 as a research analyst and was named portfolio manager in 2016. Before joining the firm, he was an equity research analyst with Henderson Global Investors. He also served as a software engineer with eTouch Systems for two years and with Verisign for two years, as well as working as an associate consultant at CITIL for two years. Sandeep earned a Bachelor of Science degree from the Indian Institute of Technology (BHU) and holds a Master of Business Administration degree from the London Business School.

Sanjay Natarajan is an investment officer and institutional equity portfolio manager at MFS Investment Management® (MFS®). His responsibilities include communicating investment policy, strategy and positioning and participating in the research process and strategy discussions. His role also includes assessing portfolio risk, customizing portfolios to client objectives and guidelines and managing daily cash flows. He is based in the firm's Singapore office.

Prior to joining the firm in 2007, Sanjay worked for DBS Bank Ltd. (Asia), holding various roles, including serving as COO of Global Corporate and Investment Banking. He also previously worked at McKinsey and Company, k1 Ventures and the Singapore Economic Development Board. He began his career in 1996.

Sanjay earned a bachelor's degree from Dartmouth College and a master's degree from Harvard University.

Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.

Steven R. Gorham, CFA, is an investment officer and portfolio manager at MFS Investment Management® (MFS®). As a member of the portfolio management teams for the firm's Value and Global Balanced portfolios, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management, and he participates in the research process and strategy discussions. He also serves on the MFS Global Equity Management team. Steve joined MFS in 1989 as a teleservices representative and became a member of the Financial Advisor Division sales desk in 1991. He joined the equity research department in 1992 and became a research analyst in 1993 before being named portfolio manager in 2000. He also previously served as director of Equity -- North America from 2016 to 2019. Steve is a graduate of the University of New Hampshire and has a Master of Business Administration degree from Boston College. He is a member of The Boston Security Analysts Society and holds the Chartered Financial Analyst (CFA) designation.

Edward (Ted) M. Maloney is chief investment officer at MFS Investment Management® (MFS®). He is also a member of the firm's management committee. As CIO, he oversees the firm's global investment platform, which comprises more than 300 investment professionals across investment research, portfolio management, trading and investment risk. Ted joined MFS in 2005 and was named director of US research in 2011. He was named portfolio manager in 2012, assumed the global director of research position in 2016 and became CIO in 2019. Prior to joining the firm, he was an analyst and founding partner at Lyceum Capital. He also spent two years as a research associate for Fidelity Management & Research Company. Ted earned his bachelor's degree from Bowdoin College, graduating magna cum laude.

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).