MFS

About MFS

Established as a partnership in Massachusetts in 1924, Massachusetts Financial Services (MFS) is America’s oldest mutual fund company. In 1932 MFS established an internal equity research department and proprietary research approach. MFS has since grown to be one of the most respected names in investment management managing over AUD $190 billion as at 30 September 2009.

Headquartered in Boston, MFS also has investment offices in London, Mexico City, Singapore, Sydney and Tokyo, and employs over 1600 staff worldwide, represented in 17 countries.

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Funds managed

Key personnel

David R Mannheim, Investment Officer and Non US Equity Portfolio Manager
David Joined MFS in 1988 as an Equity Research Analyst following Non-US securities. He became a Portfolio Manager in 1992 and now serves on the MFS Non US Equity Management Committee. He is responsible for the final buy and sell decisions, portfolio construction, risk control and cash management, and is also an active participant in the research process and strategy discussions.

David's previous experience includes four years as a Lending Officer for Midlantic National Bank. He has a BA from Amherst College and a Masters from the Massachusetts Institute of Technology.

Roger Morley, Investment Officer and Global Equity Portfolio Manager
Roger Morley is an Investment Officer and Global Equity Portfolio Manager with 12 years’ investment experience. He participates in the research process and strategy discussions and is responsible for final buy and sell decisions, portfolio construction, risk control and cash management for MFS’ diversified core global equity strategies.

Roger joined MFS in 2002 as a Research Analyst following European securities. His previous experience includes three years as an Associate and two years as a Financial Analyst in the Global Investment Banking Group for Deutsche Bank AG. He covered a variety of industries during his tenure as an analyst, including banks, insurance, specialty finance, real estate, chemicals, and paper and packaging.

Roger is based in London and holds an MBA from INSEAD and an MA from the University of Cambridge.

Why Advance selected MFS

MFS is a large, well established company with substantial assets and a diverse product line.