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The Fund's objective is capital appreciation, measured in U.S. dollars. The Fund invests primarily (at least 70%) in equity securities of companies located in developed and emerging market countries, excluding Japan. The Fund focuses its investments in equity securities of companies located in developed market countries. The Fund generally focuses its investments in companies it believes to be undervalued compared to their perceived worth (value companies). The Fund generally focuses its investments in larger companies, but may invest in companies of any size. The Fund may invest a relatively large percentage of the Fund's assets in a small number of countries or a particular geographic region.
Name | Title | Since | Until |
---|---|---|---|
Nevin P. Chitkara | Investment Officer | 2013 | Now |
Biography | Nevin Chitkara is an investment officer of MFS Investment Management (MFS®) and a portfolio manager of the firm's value, total return, and global total return portfolios. Prior to being named portfolio manager in 2006, Nevin was an equity research analyst specializing in the business services, cellular telephone, and telephone services industries. Nevin joined MFS in 1997. Previously, he served on the corporate audit and business development staffs of General Electric Co. | ||
Benjamin Stone | Investment Officer | 2013 | Now |
Biography | Benjamin Stone is an Investment Officer and Portfolio Manager of MFS, responsible for buy and sell decisions, participation in the research process and strategy discussions, portfolio construction, risk control and cash management, and has been employed in the investment area of MFS since 2005. He was a Equity Research Analyst in Schroders Investment Management, having 9 years as Research Analyst at Schroders Investment Management. Affiliations include Institute of Investment Management and Research. He got B.A. from Durham University. | ||
Barnaby M. Wiener | Portfolio Manager | 2013 | Now |
Biography | Barnaby Wiener is an investment officer of MFS Investment Management® (MFS®) and equity portfolio manager of the international value, global value, and global total return portfolios of the firm's mutual funds, variable annuities, and institutional investment strategies. He is based in MFS' London office. Barnaby joined MFS as a research analyst in 1998. Previously, he was an equity research analyst at Merrill Lynch. Prior to that, he served as an equity research analyst at Crédit Lyonnais and as a captain in the British Army. He is a graduate of Ampleforth College and Oxford University. | ||
Steven R. Gorham | Portfolio Manager | 2013 | Now |
Biography | Steven R. Gorham, CFA, is an investment officer of MFS Investment Management® (MFS®) and a portfolio manager of the value and global balanced portfolios of our mutual funds, variable annuities, and institutional investment products. Steve joined MFS in 1989 as a teleservices representative and became a member of the Financial Advisor Division sales desk in 1991. In 1992 he joined the Equity Research Department, and he became a research analyst in 1993 and an investment officer in 1996. He was named portfolio manager in 2000. |
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