What We Do

Equity

We analyze equities up close, combining local insights from around the globe. Our analysts strive to spot opportunities and identify risks through bottom up, company by company analysis.

Transcript

The MFS Approach: Focused on Long-Term Growth

Focused on fundamental research and returns over full market cycles

 

We would rather find good performance that lasts, than great performance that doesn't. We believe managers have more opportunities to differentiate investment performance when securities are held for long time periods.

 

We think there is more to gain by holding stocks that are less volatile relative to a benchmark for longer periods. Strong fundamentals don't change as often as stock prices. So it's worth a little patience to let the markets reward companies with lasting competitive strengths. And we think quality creates more value over time.

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

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