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MFS Research International Private Portfolio

Investment objective: To achieve superior, long-term capital appreciation by investing in highest conviction stocks internationally through the use of ADRs.

Goals: outperform the MSCI EAFE Index over a full market cycle.

Approach: seeks ADRs of foreign companies, across market capitalizations, with these characteristics:

  • high-quality growth companies
  • focus on long-term value creation
  • above-average growth rate
  • below-average valuation

Key personnel

Jose Luis Garcia - Investment Officer, equity portfolio manager and the director of equity - Latin America.  He manages or comanages several international equity portfolios for MFS, including Latin American and emerging markets portfolios, as well as oversees the analyst-led research international portfolios.

James C. Fallon - Investment Officer and a portfolio manager. James manages domestic and international quantitative portfolios as a member of the MFS Quantitative Solutions Team.

Camille H. Lee, CFA - Investment Officer and an institutional portfolio manager of the firm's domestic and global small- and mid-cap growth equity portfolios.

A team of analysts with general oversight being provided by Jose Luis Garcia, who has been with MFS since 2002, by James Fallon, who has been with MFS since 1999 and by Camille H. Lee, who has been with MFS since 2000.

 

The investment advisory services offered through MFS Private Portfolio Management are not sold by prospectus.

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