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MFS High Income R6
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MHIKX 概要
このページではMFS High Income Fund Class R6の基本的な企業情報をご覧になれます。 MHIKX の主要な経営陣、総資産、投資戦略、連絡先情報など。
連絡先
役員トップ
| 名前 | タイトル | 以来 | まで |
|---|---|---|---|
| Michael Skatrud | Portfolio Manager | 2018 | now |
| 伝記 | Michael Skatrud, CFA, is an investment officer and fixed income research analyst at MFS Investment Management (MFS). He is responsible for identifying the most attractive investment opportunities in his assigned coverage universe and he works closely with portfolio managers to ensure ideas are properly positioned within portfolios. Michael joined MFS in 2013 from Columbia Management, where he had worked as a high yield analyst for four years. Previously, he was a senior credit analyst at Oppenheimer Funds, Inc., for two years and spent seven years as a corporate bond analyst at Putnam Investments. He began his career in the financial services industry in 1996. Michael earned a Bachelor of Science from the University of Wisconsin and holds a Master of Business Administration from the University of Pennsylvania's Wharton School of Business. He is a CFA charter holder and a member of the CFA Society Boston. | ||
| David P. Cole | Portfolio Manager | 2006 | now |
| 伝記 | David P. Cole, CFA, is an Investment Officer of MFS Investment Management® (MFS®) and Portfolio Manager at the firm. David employed in the investment area of MFS since 2004 after working for five years as a High Yield Analyst for Franklin Templeton Investments. Prior to this, he served as a financial economist/treasury market analyst for Thomson Financial Services and two years as an economist for Standard and Poor's. David has a bachelor's degree from Cornell University and an MBA from University of California, Berkeley. He holds the Chartered Financial Analyst (CFA) designation. | ||
| William J. Adams | Director | 2011 | 2018 |
| 伝記 | William J. Adams, CFA, is an investment officer and director of Fixed Income at MFS Investment Management® (MFS®). Bill's responsibilities include managing MFS' team of fixed-income research analysts as well as serving on the portfolio management team of several of the firm's fixed-income strategies. Bill joined MFS as a corporate credit analyst in 1997 and was named portfolio manager in 2000. He left MFS in 2005 and re-joined the firm in 2009 as director of High Yield Research. The following year, he was appointed director of Credit Research. He was named high-yield portfolio manager in May 2011. In 2011, he was appointed director of Fixed Income along with Joshua Marston. During his tenure at MFS, Bill's coverage responsibilities have varied across a number of sectors, including industrials, media, cable, telecommunication, retail, and consumer products. As a portfolio manager, he has invested across a variety of both investment-grade and high-yield corporate bond securities. Prior to joining MFS, Bill was a credit/securities analyst at Conseco Capital Management from 1994 to 1997, where his responsibilities included investment-grade and high-yield credit, as well as equity coverage. From 1991 to 1994, he served as a lending officer at Mellon Bank. Bill received a BA in 1988 from LaSalle University. In 1990, he was awarded an MA from Indiana University where he also received an MBA in 1991. He has earned the Chartered Financial Analyst (CFA) designation from the CFA Institute and is a member of the Boston Security Analysts Society. | ||
| John F. Addeo | Chief Investment Officer | 2000 | 2011 |
| 伝記 | John F. Addeo, CFA Senior Portfolio Manager, Global Chief Investment Officer, Fixed Income, Manulife Investment Management John is the global CIO for the firm’s fixed-income strategies (public markets), as well as senior portfolio manager on the high-yield and global credit products. Prior to joining the company, he was with MFS Investment Management, where he held progressive portfolio management roles, most recently as an investment officer for the high-yield bond group, while playing an integral role in that firm’s expansion into global credit. Earlier in his career, John held high-yiel | ||
| Scott B. Richards | Portfolio Manager | 2004 | 2006 |
| 伝記 | Scott Richards is a senior managing director and portfolio manager on the total return fixed income team at PPM. He is responsible for investment and allocation decisions for several of the firm’s fixed income strategies, including floating rate income, high yield core, long short credit, and strategic income which are managed on behalf of institutional and retail investors globally. Prior to joining PPM in 2008, Scott was the head of global high yield for State Street Global Advisors. Previously, he also held senior high yield portfolio manager positions at MFS Investment Management, Liberty Funds Group and State Street Research & Management. He also worked as the director of high yield research at Wellington Management and began his career as an investment officer at New England Mutual Life Insurance Company. Scott earned an MBA in finance from Amos Tuck School at Dartmouth and a BS in applied economics from Cornell University. He is also a CFA® charterholder. | ||
| Robert J. Manning | Director | 1994 | 2001 |
| 伝記 | Manning is director of fixed-income research at MFS Investment Management since February 1999. He joined the company as a high-yield analyst in 1984 and became a vice president four years later. | ||
| Joan S. Batchelder | Senior Vice President and director | 1983 | 1994 |
| 伝記 | Batchelder is senior vice president and director of fixed-income portfolio management of MFS Investment Management. She rejoined MFS in October of 1983 after three years with a leading investment counseling firm. She first joined MFS in 1978 as investment officer in the fixed-income department. she was appointed an assistant vice president-investments in 1979, a vice president-investments in 1980; and a senior vice president in 1983. | ||
| Paul Owens | - | 1980 | 1983 |
| Joan S. Batchelder | Senior Vice President and director | 1978 | 1980 |
| 伝記 | Batchelder is senior vice president and director of fixed-income portfolio management of MFS Investment Management. She rejoined MFS in October of 1983 after three years with a leading investment counseling firm. She first joined MFS in 1978 as investment officer in the fixed-income department. she was appointed an assistant vice president-investments in 1979, a vice president-investments in 1980; and a senior vice president in 1983. | ||
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