Contrarian Capital Fund
LE PRESENTI INFORMAZIONI SONO FORNITE A SCOPO PURAMENTE COMMERCIALE.
Si tenga presente che questo è un prodotto gestito attivamente.
Le azioni di categoria I sono disponibili solo per certi investitori istituzionali abilitati.
Contrarian Capital Fund
Obiettivo d'investimento
Seeks capital appreciation measured in U.S. Dollars.
Politica d'investimento
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.
Importanti considerazioni sui rischi
Azioni: I mercati azionari e gli investimenti in singoli titoli sono volatili e possono subire un ribasso significativo in risposta alle condizioni degli emittenti, del mercato, dell’economia, dell’industria, della politica, della normativa, della geopolitica e altre circostanze o alla percezione degli investitori dei suddetti elementi.
Concentrato: La performance del portafoglio può essere più volatile della performance di portafogli più diversificati.
Geograficamente: Dal momento che una quantità sostanziale delle attività del portafoglio può essere investita in emittenti situati in un unico paese o in pochi paesi, può essere più volatile di un portafoglio più diversificato dal punto di vista geografico.
Si veda il prospetto informativo per altre informazioni sulle considerazioni in merito a questi e ad altri rischi.
Informazioni sul fondo
- Data di lancio 20-nov-2024
- Patrimonio netto (US$ M) Al 31-mag-25 US$4.07
- Conclusione dell'esercizio finanziario gennaio
- Classificazione SFDR Articolo 8
- Benchmark MSCI World Value Index (net div)
Informazioni Sulla classe del fondo
- Avvio della classe 20-nov-2024
- Valore patrimoniale netto (NAV) Al 03-lug-25 $123.20
- Variazione del NAV più recente Al 03-lug-25 $0.53 | 0.43%
- ISIN LU2864447177
- SEDOL BQV3FY8
- WKN A40JNA
- Bloomberg MFMCI1U LX
- CUSIP L63678327
- Commissione di vendita massima --
- Benchmark MSCI World Value Index (net div)
Gestori
10 maggiori posizioni
Al 31-mag-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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Panoramica
Obiettivo d'investimento
Seeks capital appreciation measured in U.S. Dollars.
Politica d'investimento
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.
Importanti considerazioni sui rischi
Il fondo potrebbe non realizzare il proprio obiettivo e/o si potrebbe perdere denaro dall’investimento nel fondo.Azioni: I mercati azionari e gli investimenti in singoli titoli sono volatili e possono subire un ribasso significativo in risposta alle condizioni degli emittenti, del mercato, dell’economia, dell’industria, della politica, della normativa, della geopolitica e altre circostanze o alla percezione degli investitori dei suddetti elementi.
Concentrato: La performance del portafoglio può essere più volatile della performance di portafogli più diversificati.
Geograficamente: Dal momento che una quantità sostanziale delle attività del portafoglio può essere investita in emittenti situati in un unico paese o in pochi paesi, può essere più volatile di un portafoglio più diversificato dal punto di vista geografico.
Si veda il prospetto informativo per altre informazioni sulle considerazioni in merito a questi e ad altri rischi.
Informazioni sul fondo
- Data di lancio 20-nov-2024
- Patrimonio netto (US$ M) Al 31-mag-25 US$4.07
- Conclusione dell'esercizio finanziario gennaio
- Classificazione SFDR Articolo 8
- Benchmark MSCI World Value Index (net div)
Informazioni Sulla classe del fondo
- Avvio della classe 20-nov-2024
- Valore patrimoniale netto (NAV) Al 03-lug-25 $123.20
- Variazione del NAV più recente Al 03-lug-25 $0.53 | 0.43%
- ISIN LU2864447177
- SEDOL BQV3FY8
- WKN A40JNA
- Bloomberg MFMCI1U LX
- CUSIP L63678327
- Commissione di vendita massima --
- Benchmark MSCI World Value Index (net div)
Gestori
10 maggiori posizioni
Al 31-mag-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
23ANNI DI ESPERIENZA NEL SETTORE
1ANNO CON TEAM DI GESTIONE O'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
18ANNI DI ESPERIENZA NEL SETTORE
1ANNO CON TEAM DI GESTIONE O'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
32ANNI DI ESPERIENZA NEL SETTORE
1ANNO CON TEAM DI GESTIONE O'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
19ANNI DI ESPERIENZA NEL SETTORE
1ANNO CON TEAM DI GESTIONE O'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).