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Mfs Global Alternative Strategy Fund Class I (DVRIX)
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04/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 91.46M
MFS Global Alternative Strategy I
13.11
-0.03
-0.23%
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DVRIX Overview
On this page you'll find an in-depth profile of Mfs Global Alternative Strategy Fund Class I. Learn about the key management, total assets, investment strategy and contact information of DVRIX among other information.
Investment Strategy
The investment seeks total return. MFS (Massachusetts Financial Services Company, the fund's investment adviser) seeks to achieve a total rate of return for the fund that meets or exceeds the ICE BofA 0-3 Month U.S. Treasury Bill Index plus 2% to 4%, net of fund expenses, over a full market cycle.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Erich Shigley | - | 2021 | Now |
| Benjamin R. Nastou | Investment Officer of MFS | 2014 | Now |
| Biography | Benjamin R. Nastou, CFA, is an investment officer, portfolio manager and quantitative research analyst at MFS Investment Management® (MFS®). He is a member of the portfolio management teams of the firm's commodity and global multi-asset strategies. Ben joined MFS in 2001 as a fixed income research associate and was promoted to quantitative research analyst in 2003. He was named portfolio manager in 2010. Ben has a bachelor's degree from Dartmouth College. He is a member of the Boston Security Analysts Society, Inc., and holds the Chartered Financial Analyst designation from the CFA Institute | ||
| Natalie I. Shapiro | Investment Officer of MFS | 2007 | Now |
| Biography | Natalie I. Shapiro, Ph.D. is an Investment Officer, Portfolio Co-Manager and Quantitative Fixed Income Research Analyst at MFS Investment Management® (MFS®). Prior to joining MFS in 1997, Natalie served as a research associate for the Federal Reserve Bank of Boston. Natalie has earned a bachelor's degree from Wellesley College and a doctorate from the University of Pennsylvania. | ||
| Alan Zlatar | Senior Portfolio Manager | 2018 | 2018 |
| Biography | Alan Zlatar is a Senior Portfolio Manager on the Investment Solutions team. Alan is also a voting member of the Investment Solutions Investment Committee and contributes to UBS Asset Management's investment debate, as well as to the evolution and improvement of UBS Asset Management's investment process, working in partnership with the research, implementation and analytics teams. Mr. Zlatar joined UBS Asset Management in February 2018 from Vontobel Asset Management where he was most recently Head of Macro & Strategy and Deputy Head of Group Investment Strategy, Multi Asset Class Investments. | ||
| José Ignacio Andrés de la Fuente | - | 2017 | 2018 |
| Nathan Shetty | - | 2017 | 2018 |
| Biography | Prior to Nuveen, Nathan was at UBS as the Global Co-head of Portfolio Management for Investment Solutions, and responsible for the global oversight and performance ownership of $110 billion in multi-asset portfolios. Mandates he oversaw included Absolute Return, Growth, and Risk Managed Solutions. His extensive responsibilities included direct portfolio management, multi-asset investment committee chair, senior management, and client engagement. Prior to UBS, Nathan worked at Mesirow Financial in Chicago, and Pareto Partners in New York, and brings 18 years of investment experience. Graduate degrees include an MBA from the University of Chicago, and a Masters in Statistics from Texas A&M; Nathan has also earned the CFA and FRM designations. | ||
| Andreas Koester | Executive Director | 2010 | 2017 |
| Biography | Mr. Koester is Head of Asset Allocation and Currency in the Global Investment Solutions team and a Managing Director at UBS Global Asset Management. Mr. Koester has been at UBS Global Asset Management since 2009. Prior to joining UBS Global Asset Management, Mr. Koester worked at Schroders since 2005, where he was Head of US & European Multi-Asset Solutions and was also a member of their global asset allocation and alternative investment committees. Prior to joining Schroders, Mr. Koester worked for AXA Investment Managers since 2001 in various portfolio management and asset allocation roles. | ||
| Jonathan Davies | Managing Director | 2010 | 2017 |
| Biography | Jonathan Davies is Managing director of UBS AM since 2013, member of UBS AM’s investment solutions leadership team and head of currency for the division since 2009. He began his investment career in 1992 and has a MA from Keble College, Oxford, and an MSc from the University of London. | ||
| Curt Custard | Managing Director, Head | 2008 | 2016 |
| Biography | Curt joined Newton in 2017 to lead the firm’s investment teams, including portfolio managers, research analysts and the trading function. He is responsible for all aspects of Newton’s global investment processes, and is a member of the executive management committee. Prior to joining Newton, Curt was head of the Global Investment Solutions division of UBS Asset Management where he oversaw a 130+ person investment team in five locations. He has also held similar investment roles at Schroders and Allianz Global Investors. Curt has a BA from the University of Michigan where he graduated Cum La | ||
| Lowell Yura | Co-Portfolio Manager | 2013 | 2014 |
| Biography | Mr. Yura, Head of Multi-Asset Solutions at BMO Asset Management, joined BMO Asset Management in 2014 and is a CFA Charterholder. Prior to 2014, Mr. Yura was Head Strategist, Americas and U.K. and a Managing Director at UBS Global Asset Management and held various positions there since 2003. | ||
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