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The Fund’s investment objective is to seek capital appreciation measured in U.S. dollars. The Fund invests primarily (at least 70%) in equity securities. The Fund focuses its equity investments in developed market equity securities, but may also invest in emerging market equity securities. The Fund generally invests in 50 or fewer companies.
Name | Title | Since | Until |
---|---|---|---|
Zahid Kassam | - | 2021 | Now |
Anne-Christine Farstad | - | 2019 | Now |
Biography | Anne Christine (AC) Farstad is an investment officer and portfolio manager at MFS Investment Management® (MFS®). Before joining MFS in 2005, Anne Christine 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. Anne Christine earned her Master of Arts degree from the University of Cambridge. | ||
Benjamin Tingling | - | 2019 | Now |
Biography | Benjamin Tingling is an institutional portfolio management associate at MFS Investment Management® (MFS®). In his role, he works with portfolio management, trading, product specialists and risk teams assisting with the qualification, onboarding and monitoring of customized institutional client portfolios. Benjamin joined MFS in 2014. He previously worked for Man Group Plc from 2008 to 2014, most recently as a derivatives and client on-boarding associate. He began his career in the financial services industry as a relationship management analyst with CommerzBank AG in 2006. Benjamin earned a Bachelor's in Economics & Finance degree from Brunel University with honors. He holds the Chartered Alternative Investment Analyst (CAIA) designation and earned an Investment Management Certificate (IMC) as well. |
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