Management |
Domicile | Canada | Legal Structure | Open Ended Investment Company | UCITS | - | Inception Date | 01-04-2014 | | Fund Advisor(s) | SLGI Asset Management Inc |
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Fund Manager | Edward (ted) Maloney | Manager Start Date | 01-04-2012 |
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Biography |
Edward (Ted) M. Maloney is an Investment Officer and the Director of U.S. Research at MFS Investment Management® (MFS®). He also serves as a portfolio manager on US Core Equity strategies.
Ted joined MFS in 2005 and was named Director of US Research in 2011. He was named portfolio manager in 2012. Prior to joining MFS, he was an analyst and founding partner for Lyceum Capital, LP. He also spent two years as a research associate for Fidelity Management & Research Company.
Ted is a graduate of Bowdoin College.
He is an Executive Vice President and CIO at MFS. |
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Fund Manager | Alison O'Neill | Manager Start Date | 30-09-2021 | Career Start Year | 2005 |
Education | 2005, Massachusetts Institute of Technology, M.B.A. | 2000, Harvard College, BA |
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Biography |
Alison O'Neill
- Co--Chief Investment Officer of Equity -- Americas
- Equity Portfolio Manager
- Serves on MFS Global Equity Management Team
- As Co--Chief Investment Officer of Equity for the Americas and a Portfolio Manager, partners with the firm's other regional co-CIOs in the research management process and strategy discussions, including by developing investment policies and programs that achieve the investment objectives of MFS and its clients.
- Joined MFS in 2005; previous positions include Director of Research - North America; Equity Research Analyst.
- Previous experience includes 3 years as Investment Associate at Putnam Investments.
- Additional MFS experience includes participation in MFS' Summer MBA Internship program in 2004.
- Massachusetts Institute of Technology, Master of Business Administration
- Harvard College, Artium Baccalaureus, cum laude |
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Fund Manager | Jude Jason | Manager Start Date | 30-06-2021 | Career Start Year | 2005 |
Education | 2012, Harvard University, MBA | 2005, Babson College, B.S. |
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Biography |
Jude M Jason
- Investment Officer
- Equity Portfolio Manager
- As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions.
- Joined MFS in 2012
- Previous experience includes 2 years as Private Equity Associate at Lightyear Capital; 3 years as Investment Banking Analyst at Citigroup.
- Harvard University, Master of Business Administration
- Babson College, Bachelor of Science |