What We Do

Blended Research

MFS Blended Research combines our fundamental research with a highly systematic quantitative research and risk-based portfolio construction process. It is designed to deliver equity outcomes that meet our clients' perceived long-term needs.

Disciplined, Balanced Approach to Equity Investing

MFS Blended Research Equity strategies: risk aware and outcome oriented

 

The MFS Blended Research process is guided by our fundamental and quantitative investment research. The portfolio managers on these strategies actively manage assets by maintaining a long-term perspective, collaborating to create a research and analysis advantage and taking prudent risk. We apply our Blended Research process across a variety of strategies to pursue different objectives such as capital appreciation with less volatility or investing with a more benchmark-aware approach. 

 

By combining fundamental and quantitative research into one unique investment approach, MFS Blended Research strategies seek to generate excess return without taking undue risk to get it

Meet Our People

Alison

Alison O'Neill Mackey

Director of Research - North America, Equity Research Analyst

Anne Christine

Anne Christine Farstad

Equity Portfolio Manager

Benjamin

Benjamin Stone

Equity Portfolio Manager

Ben

Ben Kottler

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

Bradford

Bradford Rutan

Investment Product Specialist

Derek

Derek W. Beane

Director, Investment Product Specialist

Douglas

Douglas L. Orton

Business Development Consultant

Erik

Erik S. Weisman

Chief Economist, Fixed Income Portfolio Manager

Andrew

Andrew Washburn

Chief Marketing Officer

Christopher

Christopher C. Callahan

Head of Institutional Sales and Consultant Relations

David

David W. Connelly

Director, Global Product

James

James Jessee

Christine

Christine Girvan

Head of Canadian Distribution

David

David M. Mace

Head of MFS Luxembourg

Douglas

Douglas F. Bailey

Senior Managing Director, National Sales

Jenine

Jenine G. Garrelick

Associate National Sales Manager

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