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基金的投資目標為以歐元計值的資本增值。基金主要投資於根據MFS股票投資專業人士採用自下而上的基礎研究,認定具優質成長潛力的歐洲股票證券投資組合。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Benjamin Tingling | - | 2018 | now |
自傳 | Benjamin Tingling is an institutional portfolio management associate at MFS Investment Management® (MFS®). In his role, he works with portfolio management, trading, product specialists and risk teams assisting with the qualification, onboarding and monitoring of customized institutional client portfolios. Benjamin joined MFS in 2014. He previously worked for Man Group Plc from 2008 to 2014, most recently as a derivatives and client on-boarding associate. He began his career in the financial services industry as a relationship management analyst with CommerzBank AG in 2006. Benjamin earned a Bachelor's in Economics & Finance degree from Brunel University with honors. He holds the Chartered Alternative Investment Analyst (CAIA) designation and earned an Investment Management Certificate (IMC) as well. | ||
Gabrielle G. Gourgey | CIO (Chief Investment Officer) | 2014 | now |
自傳 | Gabrielle Gourgey is an investment officer of MFS Investment Management® (MFS®) and institutional equity portfolio manager for the firm's global equity portfolios. She is based in the firm's London office. Gabrielle joined MFS in 2006 from Merrill Lynch where she spent eight years as a sector specialist primarily covering the global technology sectors. Prior to that she was at CIBC Oppenheimer for two years where she worked in the Institutional Equity Sales Group covering U.S. markets. Gabrielle is a graduate of Bristol University where she earned a Bachelor of Arts degree. She then went on to attend the London Business School where she completed the Financial Analysis and Accounting course. | ||
Roger M. Morley | Investment Officer | 2008 | now |
自傳 | Roger M. Morley is an investment officer and portfolio manager of Massachusetts Financial Services Company d/b/a MFS Investment Management (MFS). Roger joined MFS as a research analyst in 2002. Prior to joining the firm, he worked in London for Deutsche Bank AG (formerly Bankers Trust Company and Alex. Brown & Sons), first as a financial analyst in the technology and media group and then as an associate in the health care group of the Global Investment Banking Department. He is a graduate of St Catharine's College, University of Cambridge, where he earned a Master of Arts degree in history. Roger also earned a Master of Business Administration degree from INSEAD in Fontainebleau, France. | ||
Philipe Evans | - | 2019 | 2020 |
自傳 | Philip Evans is an investment officer and international equity research analyst at MFS Investment Management® (MFS®). He is based in the firm's London office. Philip joined MFS in 2011. Prior to joining MFS, he was an equity analyst at Baillie Gifford & Co. for three years. Philip earned a Master's degree First Class from the University of St. Andrews, Scotland. | ||
Barry P. Dargan | Managing Director/Partner/Lead Portfolio Manager | 2002 | 2010 |
自傳 | Barry P. Dargan FCA – Mr. Dargan is a Managing Director and partner of Artisan UK. He has been Lead Portfolio Manager since March 2010. Prior to joining Artisan, Mr. Dargan was an investment officer of MFS Investment Management® and portfolio manager of the MFS international and global growth equity portfolios. Prior to being named portfolio manager in 2001, he was an analyst from 1996 to 2001. Mr. Dargan is a graduate of the City University of London and is a Fellow Chartered Accountant. | ||
Olivier LeBleu | Vice President, Portfolio Manager | 2005 | 2006 |
自傳 | LeBleu is a vice president and portfolio manager with MFS Investment Management, his employer since 1998. |
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