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Sun Life Mfs Us Equity F (0P0000JPZV)
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26/11 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 854.99M
Sun Life MFS US Equity F
155.796
+1.510
+0.98%
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0P0000JPZV Overview
On this page you'll find an in-depth profile of Sun Life Mfs Us Equity F. Learn about the key management, total assets, investment strategy and contact information of 0P0000JPZV among other information.
Investment Strategy
The Fund aims for long-term capital growth by investing primarily in companies domiciled in the United States or whose primary stock exchange listing is in the United States. The Fund seeks to invest in equity securities of companies domiciled in the United States, or whose primary listing is in the United States. The Fund uses a bottom-up investment approach – investments are selected primarily based on fundamental analysis of issuers and their potential in light of their current financial condition and industry position, as well as market, economic, political and regulatory conditions; considers factors such as earnings, cash flows, competitive position and management ability of issuers.
Contact Information
Address
150 King St West
Toronto,ON M5H 1J9
Canada
Toronto,ON M5H 1J9
Canada
Phone
1-877-344-1434
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Alison O'Neill | Director of Research North America | 2021 | Now |
| Biography | Alison O'Neill - Co--Chief Investment Officer of Equity -- Americas - Equity Portfolio Manager - Serves on MFS Global Equity Management Team - As Co--Chief Investment Officer of Equity for the Americas and a Portfolio Manager, partners with the firm's other regional co-CIOs in the research management process and strategy discussions, including by developing investment policies and programs that achieve the investment objectives of MFS and its clients. - Joined MFS in 2005; previous positions include Director of Research - North America; Equity Research Analyst. - Previous experience includes 3 years as Investment Associate at Putnam Investments. - Additional MFS experience includes participation in MFS' Summer MBA Internship program in 2004. - Massachusetts Institute of Technology, Master of Business Administration - Harvard College, Artium Baccalaureus, cum laude | ||
| Jude Jason | Private Equity Associate | 2021 | Now |
| Biography | Jude M Jason - Investment Officer - Equity Portfolio Manager - As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2012 - Previous experience includes 2 years as Private Equity Associate at Lightyear Capital; 3 years as Investment Banking Analyst at Citigroup. - Harvard University, Master of Business Administration - Babson College, Bachelor of Science | ||
| Edward (ted) M. Maloney | CIO (Chief Investment Officer) | 2012 | Now |
| Biography | Edward (Ted) M. Maloney is an Investment Officer and the Director of U.S. Research at MFS Investment Management® (MFS®). He also serves as a portfolio manager on US Core Equity strategies. Ted joined MFS in 2005 and was named Director of US Research in 2011. He was named portfolio manager in 2012. Prior to joining MFS, he was an analyst and founding partner for Lyceum Capital, LP. He also spent two years as a research associate for Fidelity Management & Research Company. Ted is a graduate of Bowdoin College. He is an Executive Vice President and CIO at MFS. | ||
| T. Kevin Beatty | CIO (Chief Investment Officer) | 2012 | 2021 |
| Biography | Kevin Beatty is an chief investment officer and the director of equity, North America, at MFS Investment Management® (MFS®). He is also a portfolio manager of large-cap core portfolios. Kevin joined MFS in 2002 as an equity research analyst and was named portfolio manager in 2004. Prior to assuming the role of director of equity, North America in 2011, he served as director of US Research beginning 2007. Previously, he was an equity analyst/sector head for State Street Research Management Co. and an investment research analyst for Fleet Investment Advisors. | ||
| McLean Budden American Eq Group | Other Executives | 2003 | 2012 |
| Biography | The McLean Budden American Equity Group has concentrated on retaining experienced, well-educated individuals with solid research, service and portfolio management track records. By promoting a strong team philosophy and offering a wide distribution of ownership positions to all key employees, McLean Budden maintains the depth and stability of global investment expertise needed for today's investors. | ||
| Mary Hallward | Senior Analyst | 1988 | 1998 |
| Biography | two years with the Bank of Montreal, Ontario Division · three years with the Bank of Nova Scotia · two years at Midland Doherty as Senior Financial Services Analyst · eight years at Nesbitt Thomson as Vice-President and Director, Senior Financial Services Analyst and Chief Portfolio Strategist · joined McLean Budden in 1992, specializing in equity analysis and portfolio management · member, U.S., International and Global Equity Teams | ||
| Bruce Murray | CEO | 1988 | 1998 |
| Biography | Mr. Bruce Murray, The Murray Wealth Group’s (MWG) CEO and CIO, brings a wealth of experience from his 40 years in the institutional money management business. Prior to launching MWG in 2015, Bruce spent 25 years at McLean Budden as an Executive Vice President and Managing Director. He was one of the key Portfolio Managers of the Canadian Equity Growth Fund, one of the largest equity portfolios in Canada at the time, the American Equity Fund, the International Equity Fund and the Global Equity Growth Fund. As a Portfolio Manager on the American Equity, he enjoyed one of the best track records in the industry, growing the portfolio to over $5 billion. In total, Bruce helped to grow McLean Budden’s equity portfolios to around $30 billion in assets under management from 1990 until its sale to MFS Investment Management in 2011. Bruce also ran portfolios for high net worth individuals, in which MWG will specialize. | ||
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