A Culture That Works

Our culture facilitates the best possible investing decisions on behalf of our clients.


Title: Culture at MFS 

Cohen: Culture is behind the ability to set direction, the ability to know who you are and how you operate, how you engage with clients, what you offer to your clients. All of that is founded, I think, on our culture. 

Gourgey: I think what’s really unusual about MFS, and what continues to reveal itself, is how those values of kind of collaboration and teamwork and client focus are really very genuine and very palpable. 

Jessee: So, to me, the core values are one about respecting the client, their role, being a firm that is transparent, that we say what we believe in.  We say what we don’t believe in.  

Daftary: You’re not incentivized to cut corners, because it’s not just about the numbers. It’s about the process in its entirety. 

Geremia: when a client hires us to manage money, yes, it might be for a particular strategy and for a [00:18:00] mandate to generate alpha, but who we are and how we make our decisions on their investments and how we run our business is what they’re also hiring.  And they’re hiring us our reputation.

It takes a lot of time to build reputation, but as you know, it takes a moment to lose it. 

Mead: So I think performance is very, very important but performance without integrity isn’t worth anything. So I would say performance is a necessary but insufficient requirement to what we do. You have to have integrity. 

Spector: We live and we work in an environment of a lot of uncertainty. We all challenge each other to get closer and closer to those right answers. This is the kind of firm where you gotta bring your A Game every day. 

Kanwal: Just about in every decision we make, and every business discussion we have, there’s always the question that’s asked, what would our clients want us to do?  It manifests itself in many good behaviors here.  We have a very, very strong discipline of shutting down capacity and products when we don’t think we can deliver alpha for the existing clients if we take on new assets. 

Geremia: Valuing a long-term perspective in how you make all of your business decisions is really important, because one it allows you to do the collaboration that you need to, but a lot of time very very good decisions take time. 

Almeida: Bringing together collective resources around the world to help arrive at differentiated views in a more complex environment, combined with long-term patient thinking, we think, are the two key ingredients to alpha generation. 

Beatty: You know, I think investment management for many people is an individual sport – the difference for us is it’s a team sport. We think about two things when we walk in the door. We think about risk adjust or returns for our clients and getting the very best we can and then very quickly thereafter I think we think about making each other better investors. And I don’t care whether it’s someone that’s been here for 25 years or someone that’s been here for six months. We can all learn from each other and we do all learn from each other. 

Poirier: If you’re open to have your ideas challenged and think about things from different angles, it brings the thinking to another level – which from an investment perspective, hopefully brings the portfolio to another level and makes us pick better companies, which, in the end, will deliver better returns for our clients. 

The views expressed are those of the speakers and are subject to change at any time. These views are for informational purposes only and should not be relied upon as a recommendation to purchase any security or as a solicitation or investment advice from the Advisor.


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