MFS Meridian Funds - Global Concentrated Fund W1 GBP

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Management
DomicileLuxembourg
Legal StructureSICAV
UCITSYes
Inception Date07/12/2015
Fund Advisor(s)
Massachusetts Financial Services Company
Fund ManagerRoger Morley
Manager Start Date01/01/2012
Career Start Year1995
Education
2001, Insead, M.B.A.
1992, University of Cambridge, M.A.
 
Biography
- 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 2002; previous positions include Global Equity Research Analyst - Previous experience includes 3 years as Associate — Healthcare Group at Deutsche Bank AG — Global Investment Banking; 2 years as Financial Analyst — Technology and Media Group at Alex, Brown & Sons - INSEAD, MBA, with distinction - University of Cambridge, MA
Fund ManagerSanjay Natarajan
Manager Start Date22/08/2011
Career Start Year1995
Education
Harvard University, M.A.
Datmouth College, B.A.
 
Biography
Sanjay Natarajan is an investment officer and institutional equity portfolio manager at MFS Investment Management® (MFS® ). His responsibilities include communicating investment policy, strategy and positioning and participating in the research process and strategy discussions. His role also includes assessing portfolio risk, customizing portfolios to client objectives and guidelines and managing daily cash flows. He is based in the firm’s Singapore office. Prior to joining the firm in 2007, Sanjay worked for DBS Bank Ltd. (Asia), holding various roles, including serving as COO of Global Corporate and Investment Banking. He also previously worked at McKinsey and Company, k1 Ventures and the Singapore Economic Development Board. He began his career in 1996. Sanjay earned a bachelor’s degree from Dartmouth College and a master’s degree from Harvard University. Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.
Fund ManagerRyan McAllister
Manager Start Date30/09/2016
Career Start Year2000
 
Biography
- 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 2007 - Previous experience includes 3 years as Officer in the Distressed Work Out Group at LaSalle Bank; 2 years as Financial Analyst — Investment Banking at Deutsche Bank - Affiliations include CFA Institute, CFA Society of Boston - University of Chicago, MBA, with honors - University of Notre Dame, BBA, summa cum laude
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