Contrarian Capital Fund
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Contrarian Capital Fund
Objetivo de inversión
Seeks capital appreciation measured in U.S. Dollars.
Enfoque de inversión
Emphasis on valuation, balance sheet leverage and maintaining a suitable margin of safety.
Focus on investments in companies with medium to large market capitalizations, but may invest in companies of any size.
Seeks to identify investment opportunities trading at a significant discount to their intrinsic value, due to adverse market sentiment, operating difficulties or going through a transition.
Consideraciones importantes relativas al riesgo
Acciones: Los mercados bursátiles y las inversiones en acciones específicas son volátiles y pueden depreciarse considerablemente en respuesta a, o la percepción del inversor de, las condiciones del emisor, del mercado, económicas, de la industria, políticas, normativas, geopolíticas y otras.
Valor intrínseco: Las acciones de las empresas que MFS considera infravaloradas en comparación con su valor intrínseco pueden permanecer infravaloradas durante largos periodos de tiempo, pueden no darse cuenta de su valor esperado y pueden ser volátiles.
Concentrado: La rentabilidad de la cartera podría ser más volátil que la rentabilidad de carteras más diversificadas.
Geográfico: Puesto que la cartera puede invertir una parte considerable de sus activos en emisores ubicados en un solo país o en un número limitado de países, esta puede resultar más volátil que una cartera más diversificada geográficamente.
Lea detenidamente el Prospecto para obtener más información sobre estas y otras consideraciones relativas al riesgo.
Información del fondo
- Creación del fondo 20-nov.-2024
- Activos netos (US$ M) A 31-may.-25 US$4.07
- Fin de año fiscal ENERO
- Clasificación SFDR Artículo 8
- Índice de referencia MSCI World Value Index (net div)
Información sobre las Clases de acciones
- Creación de la clase 20-nov.-2024
- Valor liquidativo (VL) A 18-jun.-25 $11.76
- El cambio más reciente del VL A 18-jun.-25 $0.01 | 0.08%
- ISIN LU2864445049
- SEDOL BQV3FM6
- WKN A40JN0
- Bloomberg MFMCCA1 LX
- CUSIP L63678228
- Comisiones de suscripción máximas 6%
- Índice de referencia MSCI World Value Index (net div)
Gestores
Las 10 participaciones principales
A 31-may.-25
- Deutsche Post AG
- Assa Abloy AB
- Davide Campari-Milano NV
- Autoliv Inc
- Cie Generale des Etablissements Michelin SCA
- CSX Corp
- Airbus SE
- Canadian Pacific Kansas City Ltd
- Medtronic PLC
- Next PLC
Anne Christine Farstad
Portfolio Manager
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.
Zahid Kassam, CFA
Portfolio Manager
Zahid Kassam, CFA, is an investment officer and equity portfolio manager for the Contrarian 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. He is based in Toronto. Zahid joined MFS in 2013 as an equity research analyst and assumed portfolio management responsibilities in 2021. He previously spent two years as a senior analyst at the Ontario Teachers' Pension Plan's private equity arm and two years as a mergers and acquisitions investment banking analyst at RBC Capital Markets. He began his career in the financial services industry in 2007. Zahid earned a Bachelor of Arts degree in business administration with Ivey Scholar honors from Ivey Business School at the University of Western Ontario and a Master of Business Administration degree from Harvard Business School. He holds the Chartered Financial Analyst (CFA) designation.
Paul Fairbrother, ASIP
Institutional Portfolio Manager
Paul Fairbrother, ASIP, 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 is also responsible for communicating investment policy, strategy and positioning. He is based in London. Paul joined MFS in 2019 in his current role after five years at Sarasin & Partners as a business partner and client account director. Prior to that, he served as a European equity portfolio manager, European equity analyst and UK equity portfolio manager for UBS Asset Management over the course of his 21-year tenure there. He began his career in the financial services industry in 1993. Paul earned a bachelor's degree in business economics from the University of Reading. He is a member of the CFA Institute and an Associate of the CFA Society of the UK (ASIP).
Benjamin Tingling, CAIA
Institutional Portfolio Manager
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).
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Descripción general
Objetivo de inversión
Seeks capital appreciation measured in U.S. Dollars.
Enfoque de inversión
Emphasis on valuation, balance sheet leverage and maintaining a suitable margin of safety.
Focus on investments in companies with medium to large market capitalizations, but may invest in companies of any size.
Seeks to identify investment opportunities trading at a significant discount to their intrinsic value, due to adverse market sentiment, operating difficulties or going through a transition.
Consideraciones importantes relativas al riesgo
El fondo podría no lograr su objetivo y/o usted podría perder dinero al invertir en él.Acciones: Los mercados bursátiles y las inversiones en acciones específicas son volátiles y pueden depreciarse considerablemente en respuesta a, o la percepción del inversor de, las condiciones del emisor, del mercado, económicas, de la industria, políticas, normativas, geopolíticas y otras.
Valor intrínseco: Las acciones de las empresas que MFS considera infravaloradas en comparación con su valor intrínseco pueden permanecer infravaloradas durante largos periodos de tiempo, pueden no darse cuenta de su valor esperado y pueden ser volátiles.
Concentrado: La rentabilidad de la cartera podría ser más volátil que la rentabilidad de carteras más diversificadas.
Geográfico: Puesto que la cartera puede invertir una parte considerable de sus activos en emisores ubicados en un solo país o en un número limitado de países, esta puede resultar más volátil que una cartera más diversificada geográficamente.
Lea detenidamente el Prospecto para obtener más información sobre estas y otras consideraciones relativas al riesgo.
Información del fondo
- Creación del fondo 20-nov.-2024
- Activos netos (US$ M) A 31-may.-25 US$4.07
- Fin de año fiscal ENERO
- Clasificación SFDR Artículo 8
- Índice de referencia MSCI World Value Index (net div)
Información sobre las Clases de acciones
- Creación de la clase 20-nov.-2024
- Valor liquidativo (VL) A 18-jun.-25 $11.76
- El cambio más reciente del VL A 18-jun.-25 $0.01 | 0.08%
- ISIN LU2864445049
- SEDOL BQV3FM6
- WKN A40JN0
- Bloomberg MFMCCA1 LX
- CUSIP L63678228
- Comisiones de suscripción máximas 6%
- Índice de referencia MSCI World Value Index (net div)
Gestores
Las 10 participaciones principales
A 31-may.-25
- Deutsche Post AG
- Assa Abloy AB
- Davide Campari-Milano NV
- Autoliv Inc
- Cie Generale des Etablissements Michelin SCA
- CSX Corp
- Airbus SE
- Canadian Pacific Kansas City Ltd
- Medtronic PLC
- Next PLC
Anne Christine Farstad
Portfolio Manager
23AÑOS EN LA INDUSTRIA
1AÑO EN EL PORTAFOLIOAnne-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.
Zahid Kassam, CFA
Portfolio Manager
18AÑOS EN LA INDUSTRIA
1AÑO EN EL PORTAFOLIOZahid Kassam, CFA, is an investment officer and equity portfolio manager for the Contrarian 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. He is based in Toronto. Zahid joined MFS in 2013 as an equity research analyst and assumed portfolio management responsibilities in 2021. He previously spent two years as a senior analyst at the Ontario Teachers' Pension Plan's private equity arm and two years as a mergers and acquisitions investment banking analyst at RBC Capital Markets. He began his career in the financial services industry in 2007. Zahid earned a Bachelor of Arts degree in business administration with Ivey Scholar honors from Ivey Business School at the University of Western Ontario and a Master of Business Administration degree from Harvard Business School. He holds the Chartered Financial Analyst (CFA) designation.
Paul Fairbrother, ASIP
Institutional Portfolio Manager
32AÑOS EN LA INDUSTRIA
1AÑO EN EL PORTAFOLIOPaul Fairbrother, ASIP, 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 is also responsible for communicating investment policy, strategy and positioning. He is based in London. Paul joined MFS in 2019 in his current role after five years at Sarasin & Partners as a business partner and client account director. Prior to that, he served as a European equity portfolio manager, European equity analyst and UK equity portfolio manager for UBS Asset Management over the course of his 21-year tenure there. He began his career in the financial services industry in 1993. Paul earned a bachelor's degree in business economics from the University of Reading. He is a member of the CFA Institute and an Associate of the CFA Society of the UK (ASIP).
Benjamin Tingling, CAIA
Institutional Portfolio Manager
19AÑOS EN LA INDUSTRIA
1AÑO EN EL PORTAFOLIOBenjamin 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).