Laura Granger, CFA, Institutional Portfolio Manager & George Fontaine, CFA, Senior IPM Research Associate, MFS Investment Management

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About MFS Investment Management

In 1924, MFS launched the first US open‐end mutual fund, opening the door to the markets for millions of everyday investors. Today, as a full‐service global investment manager serving financial advisors, intermediaries and institutional clients, MFS still serves a single purpose: to create long‐term value for clients by allocating capital responsibly. That takes our powerful investment approach combining collective expertise, thoughtful risk management and long‐term discipline. Supported by our culture of shared values and collaboration, our teams of diverse thinkers actively debate ideas and assess material risks to uncover what we believe are the best investment opportunities in the market. As of January 31, 2023, MFS manages US$579.6 billion in assets on behalf of individual and institutional investors worldwide.

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