Company Profile icon Company Profile

MFS Investment Management

Head office:
Boston, Massachusetts, United States
Assets Managed:
$448.5 Billion USD (2017-04-30)

MFS is truly a global investment powerhouse. Their collaborative, bottom-up approach to stock selection has stood the test of time, driving value for investors through all types of market conditions.

- Daniel Solomon, Chief Investment Officer, NEI Investments

Company Profile

For more than 90 years, MFS has actively managed investments — around the globe, across asset classes and through a myriad of economic and market environments. While the opportunities and challenges have changed, we have kept our long-term perspective and cultivated MFS Active IntelligenceSM — our robust investment platform. Founded on integrated research, fortified by collaborative thinking and supported by active risk management, our Active Intelligence drives information flow and effective decision-making. This is how we turn information into an analysis advantage, maintain our conviction and allow enough time for our insights to help create the long-term value that drives better outcomes for clients.


Investment Approach

To honor that commitment, MFS works to align with clients on our beliefs, their needs and the time it takes to deliver on their desired outcomes. This client alignment creates mutual understanding and clarity. Clients know what to expect from us and precisely how we will invest on their behalf. We build an intimate understanding of their objectives. And, we work to achieve them together.

MFS' approach to active management starts with client alignment and is driven by:

  • Continuity — harness the value of time to tap opportunities and thoughtfully plan for the succession of our talent

  • Collective expertise — combine diverse views with collaborative thinking to create an analysis advantage

  • Risk management — see risk from all angles to help manage the downside and invest opportunistically

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Funds Managed icon Funds Managed

Name Lead Managers Inception Date Category Morningstar Profile
NEI U.S. Equity Fund Kevin Beatty
Alison O'Neill Mackey
Ted Maloney
2015-08-31 U.S. Equity A F

*On October 8, 2010 the Fund changed its name, its fundamental investment objective and appointed a new portfolio sub-adviser. Prior to this date, the Fund's fundamental investment objective was to achieve strong capital growth over the long term by investing in equities of companies located throughout the world, primarily through ETFs and other mutual funds. The change from a global equity mandate to a US equity mandate and the addition of a new sub-adviser could have affected the performance had those changes been in effect throughout the given performance measurement periods due to the investment advice provided as well as currency and market exposure.

Lead Manager icon Lead Managers

Lead Manager Picture

Kevin Beatty

Chief Investment Officer, Global Equity

Kevin Beatty is chief investment officer of Global Equity and an equity portfolio manager at MFS Investment Management (MFS). He has oversight of MFS' global team of equity portfolio managers, equity institutional management, equity research analysts and equity traders. He is a member of the MFS Global Equity Management Team and is a portfolio manager of the firm's large-cap core equity portfolios. In his role as a core equity portfolio manager, Kevin is responsible for final buy and sell decisions, portfolio construction and risk and cash management. Additionally, he participates in the research process and strategy discussions.

Kevin joined MFS in 2002 as an equity research analyst and was named portfolio manager in 2004. Prior to assuming the role of CIO of Global Equity in 2015, Kevin served as the director of Equity — North America from 2011 to 2014 and served as director of US Research beginning in 2007. Previously, he was an equity analyst and sector head for State Street Research Management Co. and an investment research analyst for Fleet Investment Advisors.

He earned a Master of Business Administration degree from Babson College and a Bachelor of Arts degree from St. Bonaventure University.

Lead Manager Picture

Alison O'Neill Mackey

Investment Officer

Alison O'Neill is an investment officer, portfolio manager and director of research for North America at MFS Investment Management (MFS). In this role, she is responsible for buy and sell decisions, portfolio construction and risk and cash management. She also participates in the research management process and strategy discussions. She currently serves on the MFS Global Equity Management Team.

Alison joined MFS in 2005 as an equity research analyst after completing the firm's MBA summer internship program in 2004. She was named director of research for North America in 2016 and assumed her portfolio manager role in 2018. She has worked in the industry since 2000. Alison earned a Bachelor of Arts degree, cum laude, from Harvard University and an MBA from the Massachusetts Institute of Technology.

Lead Manager Picture

Ted Maloney

Investment Officer

Edward M. Maloney is an investment officer and global director of research at MFS Investment Management (MFS). He also serves as a member of the portfolio management team of MFS' US core equity strategies. Effective January 2019, he will assume the role of chief investment officer for the firm. Currently, Ted oversees MFS' team of fundamental equity research analysts worldwide. In his role as a core equity portfolio manager, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management, and he participates in the research process and strategy discussions.

Additionally, he serves on the MFS Global Equity management team. Ted joined MFS in 2005 and was named director of US research in 2011. He was named portfolio manager in 2012 and assumed his current position in 2016. Prior to joining the firm, he was an analyst and founding partner for Lyceum Capital. He also spent two years as a research associate for Fidelity Management & Research Company. Ted earned his bachelor's degree from Bowdoin College, graduating magna cum laude.