MFS Investment Management® by rak58497


MFS Investment Management

history &                 MFS® is a global investment firm managing equity and fixed-                                                                      Investment   MFS believes that bottom-up, active management is the
culture                   income assets for investors worldwide. Founded in 1924, MFS                                                                      management   most effective way to exploit the inherent inefficiencies
                          established one of the industry’s first in-house fundamental                                                                                  in the financial markets. Our global research platform is
                          research departments in 1932. Today, MFS offers a broad                                                                                       team based and highly integrated. MFS analysts —
                          range of investment styles that combine both fundamental                                                                                      fundamental and quantitative, equity and fixed income
                          and quantitative research and portfolio management. Our                                                                                       — work closely together to identify opportunities on
                          investment philosophy has remained consistent: to identify                                                                                    behalf of clients.
                          opportunities on behalf of clients through the application of                                                                                 The research process is distinguished by:
                          global research and bottom-up security selection.
                                                                                                                                                                        Global reach and perspective — MFS has research offices
                          MFS’ culture is investment driven, client centered, and                                                                                       in Boston, London, Mexico City, Singapore, Sydney, and
                          collaborative. To underscore our values of collaboration                                                                                      Tokyo, with investment professionals on the ground
                          and accountability, we structure ownership and compensation                                                                                   providing insights into local markets and opportunities.
                          to reward long-term investment performance and teamwork.                                                                                      Analysts across offices meet regularly as part of eight global
                          Up to 22% ownership of MFS is available to key MFS                                                                                            sector teams to ensure that securities are analysed within a
                          contributors. Our majority shareholder since 1982 has been                                                                                    global framework.
                          Sun Life of Canada (U.S.) Financial Services Holdings, Inc.
                                                                                                                                                                        Breadth and depth — MFS’ fundamental and quantitative
                          MFS TOTAL AUM: $148 BILLION CAD                                                                                                               stock selection capabilities are complementary, providing
                          (as of 3/31/09)                                                                                                                               portfolio managers with independent, relatively
                                                                                                                                                                        uncorrelated opinions. Fundamental analysts perform
MFS investment                                                                 Chief Investment Officer                            Portfolio Management         48       in-depth, bottom-up security analysis and develop
                                                                                   Robert Manning1                                Research Team                75
PROFESSIONALS                                                                                                                     Trading                      24
                                                                                                                                                                        proprietary earnings models on more than 3,600
(as of 3/31/09)                                                            Chief Investment Officers                               Institutional Product                 companies. Quantitative analysts manage proprietary
                                                                        Co-Directors of Global Research                           Management                    7
                                                                 Non-U.S. and                                                                           Total 1543      factor models that evaluate more than 5,000 global
                                                              Global Investments
                                                                David Antonelli1
                                                                                                 U.S. Investments
                                                                                                  Michael Roberge1
                                                                                                                                                                        securities daily.4
                                                                                                                                                                        Comprehensive security views — MFS equity and fixed-
                                 16 Fixed Income                15 Non-U.S./Global Equity            14 U.S. Equity                  4 Quantitative                     income analysts work together closely to share equity
                               Portfolio Managers                  Portfolio Managers             Portfolio Managers              Portfolio Managers
 Portfolio Management
                                 21 years average                    17 years average               17 years average                18 years average
                                                                                                                                                                        and debt structure information for a more complete
                               industry experience                 industry experience            industry experience             industry experience                   company perspective.
                                                           46 Global Equity Analysts – 15 years average industry experience
                                                                                                                                                                        Analysts’ views are updated continuously on our
    Research Team                                             20 Credit Analysts – 15 years average industry experience                                                 proprietary Global Investment Research System. This
                                                            9 Quantitative Analysts – 10 years average industry experience
                                                                                                                                                                        real-time, Web-based system provides a rich repository
                                                                    Donald Mykrantz, Director of Global Trading1, 2
                                                                                                                                                                        of information that every investment team member can
        Trading                                  11 Equity Traders                                         13 Fixed Income Traders                                      access at any time, from any place in the world.
                                       17 years average industry experience                          15 years average industry experience

                                                                               Betsy Palmer, Director
  Institutional Product
                                                                                   7 Professionals
                                                                        15 years average industry experience
                            Member of Investment Management Committee.                                                                                                  4
                                                                                                                                                                            As of 3/31/09.
                            Head of Fixed Income Portfolio Management.
                            Does not include associate investment personnel.

                                                                                                                                                                        FOR INSTITUTIONAL USE ONLY
MFS’                           Through our subsidiary, MFS Institutional Advisors, Inc.,                              Institutional
Institutional                  we have been serving institutional investors and their                                 offices
commitment                     consultants for more than 30 years. Today, nearly half of                                              Contact                                           Phone
                               the firm’s assets are managed on behalf of institutional                               Boston          MFS Institutional Advisors, Inc.                  +1 617 954 5000
                               clients worldwide, including defined benefit and defined                                               Christopher (Topher) Callahan                     800-637-2262
                               contribution plans, investment authorities, subadvisory                                                Senior Managing Director, North America           (Toll free USA)
                                                                                                                                      Sales and Relationship Management
                               clients, and endowments and foundations.                                                     

                               INSTITUTIONAL BUSINESS BY REGION (as of 3/31/09)                                       London          MFS International (U.K.) Limited                  +44 (0)20 7429 7200
                                                                                                                                      Anne Healy
                                                                                                                                      Managing Director, UK and Ireland Sales
                               North America 38%                                                                            
                                                                                                                                      David Mace
                               UK/Europe 20%                                                                                          Managing Director, European Institutional Sales
                                                                                                                                      Ian MacKenzie
                                                                                                                                      Managing Director, European Relationship
                               Middle East/Asia 14%                                                                                   Management
                               Australia 15%
                               Japan 13%                                                                              Tokyo           MFS Investment Management KK                      +81 3 5510 8550
                                                                                                                                      Takafumi Ishii
                                                                                                                                      Senior Managing Director
                                                                                                                                      Representative Director, Japan
Institutional                      Global Equity                  International Equity             U.S. Equity              
                                   Global                         International                    Large Cap Value
offerings                                                                                                             Singapore       MFS International Limited                         +65 6578 5555
                                                                  International                    Blended Research                   Jonathan Tiu
                                   Global Concentrated                                                                                Senior Managing Director, Asia ex-Japan
                                                                  Concentrated                     U.S. Core
                                                                  International                    Blended Research
                                   Global Growth
                                                                  Research                         130/30 U.S. Core
                                   Global Value                   International Value              Core
                                                                                                                      Bahrain         MFS International Limited                         +973 694 4254
                                                                                                                                      Duncan Finnie
                                   Emerging Markets               International Growth             Growth                             Managing Director, Middle East
                                   European Equity                Asia Pacific                     Fixed Income       Rotterdam       MFS International (U.K.) Limited                  +31 (0)10 2045585
                                                                                                                                      Sino Krijgsman van Spangenberg
                                   European                       Asia Pacific ex-Japan Core Plus Research                            Director, BeNeLux Institutional Business
Unless otherwise indicated,        European Value                 Asia ex-Japan
                                                                                                   Markets Debt
logos, product and service                                                                                            Sydney*         BNP Paribas Investment Partners                   +61 (2) 9216 8633
names are trademarks of            UK                             Japan                                                               Robert Harrison
MFS and its affiliates and                                                                                                            Chief Executive Officer
may be registered in certain
                                   Limited availability. Please consult your MFS representative.                            
                                                                                                                                  *In collaboration with BNP Paribas Australia

                                   MFS Investment Management®                                                                     FOR INSTITUTIONAL USE ONLY                                      MFSI-CAPCAN-FLY-6/09

To top