MFS INVESTMENT MANAGEMENT

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Massachusetts Financial Services Company is a privately owned investment manager. The firm also provides retirement planning, college planning, and education and planning services. It provides its services to investment companies, pension and profit sharing plans, corporations, pooled investment vehicles, state and municipal government entities, high net worth individuals, trusts, Taft-Hartley plans, institutions, public pension plans, corporate pension plans, bank trust clients, insurance compa... nies, endowments, foundations, multi-employer plans, and investment advisory firms. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It also manages equity, fixed income, and balanced mutual funds for its clients. The firm invests in the public equity and fixed income markets across the globe. It also invests in ADR securities to make its investments. For its equity investments, the firm typically invests in growth and value stocks of all-cap companies, including large-cap, mid-cap, and small-cap companies. It benchmarks the performance of its investments against the S&P 500 index, the various Russell indices, and the various MSCI indices. The firm benchmarks the performance of its fixed income investments against the Lehman Brothers Aggregate Index and the JP Morgan EMBI Global Index. It employs a combination of fundamental and quantitative analysis with a bottom-up stock picking and a disciplined investment approach. The firm conducts in-house research to make its investments. It was founded in 1969 and is based in Boston, Massachusetts with additional offices in Argentina, London, Mexico, Australia, Japan, and Singapore. Massachusetts Financial Services Company operates as a subsidiary of Sun Life Financial, Inc.

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MFS INVESTMENT MANAGEMENT

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Industry:
Education Higher Education Venture Capital

Founded:
1924-01-01

Status:
Active

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Current Advisors List

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Laurie Thomsen Member of the Board of Directors @ MFS Investment Management
Board_member

Current Employees Featured

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Barnaby Weiner
Barnaby Weiner Portfolio Manager @ MFS Investment Management
Portfolio Manager

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Brent Farmer
Brent Farmer Director of Corporate Risk and Compliance @ MFS Investment Management
Director of Corporate Risk and Compliance

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Greg Komen
Greg Komen CEO/President/Owner @ MFS Investment Management
CEO/President/Owner
1999-01-01

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Ashton L. Carr
Ashton L. Carr Founder @ MFS Investment Management
Founder
1924-01-01

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Barnaby Weiner
Barnaby Weiner Head of Sustainability and Stewardship @ MFS Investment Management
Head of Sustainability and Stewardship
1998-03-01

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Matt Sweeney
Matt Sweeney Vice President @ MFS Investment Management
Vice President
2000-05-01

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Matt Sweeney
Matt Sweeney Director of Investment Operations @ MFS Investment Management
Director of Investment Operations
2011-01-01

Founder


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Ashton L. Carr

Investments List

Date Company Article Money raised
2022-01-26 FloatPays MFS Investment Management investment in Seed Round - FloatPays 4 M USD
2021-08-02 CCC Information Services MFS Investment Management investment in Post-IPO Equity - CCC Information Services 150 M USD
2018-06-19 HCT Group MFS Investment Management investment in Debt Financing - HCT Group 17.8 M GBP
2015-01-20 Luminex Trading & Analytics MFS Investment Management investment in Venture Round - Luminex Trading & Analytics N/A

Newest Events participated

tide-spark-2022_event_image Participated in TIDE SPARK 2022 on 2022-07-06 as sponsor

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