Fund Inception | 04/01/2005 |
Name of Issuer | MFS |
Fund Advisor(s) | Massachusetts Financial Services Company |
Sub-Advisor(s) | -- |
Fund Managers for MITHX
Alison O'Neill
Portfolio Manager since 05/01/2018
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
Jude Jason
Portfolio Manager since 06/30/2021
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