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My MFS Contacts

For contact information about your dedicated MFS representative, please login or register.

 You can also call 1-800-343-2829 any business day from 8 a.m. to 7 p.m. Eastern time.

Our Investing Approach

  • Continuity: Time is an Asset
  • Collective Expertise: Insight to Advantage
  • Client Alignment: Focused on Outcomes
  • Risk Management: Seeing all Angles

Continuity: Time is an Asset

Harnessing the Value of Time

Harnessing the Value of Time

Taking a long-term perspective on investment opportunities, staying true to our convictions and thoughtfully developing and maintaining our expertise gives clients confidence that we are committed to serving their needs over time.

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Collective Expertise: Insight to Advantage

The strongest idea over the strongest individual

The strongest idea over the strongest individual

We not only encourage diversity of thought, we insist on it, but vet all input thoughtfully, together. Good investment ideas become great decisions when they can stand the test of active debate. 

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Client Alignment: Focused on Outcomes

Aligned for Successful Investment Outcomes

Aligned for Successful Investment Outcomes

By aligning our investment beliefs, skill set and process toward improving outcomes, we can help investors tap the opportunities available through active investment management.

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Risk Management: Seeing all Angles

Risk is an active decision

Risk is an active decision

Taking risk is part of active security selection, so we need to understand it from multiple angles. We aim to choose risk where we believe we have the greatest active skill, with an eye toward pursuing the best risk-adjusted investment returns.

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Meet Our People

Douglas

Douglas F. Bailey

Senior Managing Director, National Sales

Erik

Erik S. Weisman

Chief Economist, Fixed Income Portfolio Manager

James

James T. Swanson

Chief Investment Strategist

Jenine

Jenine G. Garrelick

Senior Managing Director of Internal Sales

Benjamin

Benjamin Stone

Equity Portfolio Manager

Ben

Ben Kottler

Institutional Equity Portfolio Manager

Brooks

Brooks A. Taylor

Equity Portfolio Manager

Camille

Camille Humphries Lee

Institutional Equity Portfolio Manager

Alexander

Alexander M. Mackey

Fixed Income Portfolio Manager

David

David P. Cole

Fixed Income Portfolio Manager

Edward

Edward L. O'Dette

Fixed Income Portfolio Manager

Erik

Erik S. Weisman

Chief Economist, Fixed Income Portfolio Manager

Benjamin

Benjamin R. Nastou

Portfolio Manager

James

James C. Fallon

Portfolio Manager

Jed

Jed Stocks

Portfolio Manager, Quantitative Risk Management

Jonathan

Jonathan W. Sage

Portfolio Manager

This publication is authorized for distribution only when preceded or accompanied by a prospectus, or summary prospectus, for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.

This website is a general communication and is provided for informational and/or educational purposes only. None of the content should be viewed as a suggestion that you take or refrain from taking any action nor as a recommendation for any specific investment product, strategy, plan feature or other such purpose. Your use of this website indicates that you agree with the intended purpose. Prior to making any investment or financial decision, you should seek individualized advice from a personal financial, tax, and other professionals who are able to provide advice in the context of your particular financial situation.

  • Products & Strategies
  • Client Account Management

    My MFS Contacts

    For contact information about your dedicated MFS representative, please login or register.

     You can also call 1-800-343-2829 any business day from 8 a.m. to 7 p.m. Eastern time.

  • Grow Your Business
  • Our Investing Approach

    Our Investing Approach

    • Continuity: Time is an Asset
    • Collective Expertise: Insight to Advantage
    • Client Alignment: Focused on Outcomes
    • Risk Management: Seeing all Angles

    Continuity: Time is an Asset

    Harnessing the Value of Time

    Harnessing the Value of Time

    Taking a long-term perspective on investment opportunities, staying true to our convictions and thoughtfully developing and maintaining our expertise gives clients confidence that we are committed to serving their needs over time.

    https://httpsak-a.akamaihd.net/3623811476001/3623811476001_5639709183001_5605686506001-vs.jpg?pubId=3623811476001&videoId=5605686506001 Transcript

    Collective Expertise: Insight to Advantage

    The strongest idea over the strongest individual

    The strongest idea over the strongest individual

    We not only encourage diversity of thought, we insist on it, but vet all input thoughtfully, together. Good investment ideas become great decisions when they can stand the test of active debate. 

    https://httpsak-a.akamaihd.net/3623811476001/3623811476001_5634563406001_5605692965001-vs.jpg?pubId=3623811476001&videoId=5605692965001 Transcript

    Client Alignment: Focused on Outcomes

    Aligned for Successful Investment Outcomes

    Aligned for Successful Investment Outcomes

    By aligning our investment beliefs, skill set and process toward improving outcomes, we can help investors tap the opportunities available through active investment management.

    https://httpsak-a.akamaihd.net/3623811476001/3623811476001_5634575885001_5605670775001-vs.jpg?pubId=3623811476001&videoId=5605670775001 Transcript

    Risk Management: Seeing all Angles

    Risk is an active decision

    Risk is an active decision

    Taking risk is part of active security selection, so we need to understand it from multiple angles. We aim to choose risk where we believe we have the greatest active skill, with an eye toward pursuing the best risk-adjusted investment returns.

    https://httpsak-a.akamaihd.net/3623811476001/3623811476001_5637182688001_5605686507001-vs.jpg?pubId=3623811476001&videoId=5605686507001 Transcript

  • Gather Insights

  • Our People

    Meet Our People

    Douglas

    Douglas F. Bailey

    Senior Managing Director, National Sales

    Erik

    Erik S. Weisman

    Chief Economist, Fixed Income Portfolio Manager

    James

    James T. Swanson

    Chief Investment Strategist

    Jenine

    Jenine G. Garrelick

    Senior Managing Director of Internal Sales

    Benjamin

    Benjamin Stone

    Equity Portfolio Manager

    Ben

    Ben Kottler

    Institutional Equity Portfolio Manager

    Brooks

    Brooks A. Taylor

    Equity Portfolio Manager

    Camille

    Camille Humphries Lee

    Institutional Equity Portfolio Manager

    Alexander

    Alexander M. Mackey

    Fixed Income Portfolio Manager

    David

    David P. Cole

    Fixed Income Portfolio Manager

    Edward

    Edward L. O'Dette

    Fixed Income Portfolio Manager

    Erik

    Erik S. Weisman

    Chief Economist, Fixed Income Portfolio Manager

    Benjamin

    Benjamin R. Nastou

    Portfolio Manager

    James

    James C. Fallon

    Portfolio Manager

    Jed

    Jed Stocks

    Portfolio Manager, Quantitative Risk Management

    Jonathan

    Jonathan W. Sage

    Portfolio Manager

    This publication is authorized for distribution only when preceded or accompanied by a prospectus, or summary prospectus, for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.

    This website is a general communication and is provided for informational and/or educational purposes only. None of the content should be viewed as a suggestion that you take or refrain from taking any action nor as a recommendation for any specific investment product, strategy, plan feature or other such purpose. Your use of this website indicates that you agree with the intended purpose. Prior to making any investment or financial decision, you should seek individualized advice from a personal financial, tax, and other professionals who are able to provide advice in the context of your particular financial situation.

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