Kate Mead

Sun Life manager believes large caps are "as cheap as they have ever been."

Michael Ryval 20 January, 2012 | 7:00PM

A value investor, Katrina (Kate) Mead looks for global businesses that feature durable and sustainable franchises, considerable cash flows and managers that are good stewards of capital.

"But we're also looking for companies that are trading at attractive valuations, looking out on a three- to five-year time frame," says Mead, institutional equity portfolio manager at Boston-based MFS Institutional Advisor Inc. (a unit of Sun Life Financial Inc.), and a member of the team that oversees Sun Life MFS Global Total Return A.

The fund is modelled after the US$775- million MFS Global Total Return B, a U.S.-based fund launched in 1991. It has a fixed allocation: 60% is in equities and 40% in investment-grade bonds. While the mix will vary slightly over time, the managers will regularly rebalance the fund. Sun Life Global Investments, a unit of Sun Life Financial, introduced the $3.5-million Canadian fund to domestic investors in October 2010.

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Michael Ryval

Michael Ryval