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MFS launches MFS Meridian Funds – Global New Discovery Fund

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MFS Investment Management (MFS) has launched the MFS Meridian®Funds – Global New Discovery Fund, a research-driven, global, small- and mid-market-cap equity strategy that takes a flexible geographic approach in seeking stocks of companies with compelling valuations and long-term capital appreciation potential.

The fund is designed for investors seeking attractive new areas of growth and alpha generation in the long term. It is an extension of an existing MFS strategy available in the United States since 2011.

MFS has a long track record of managing assets in the small- and medium-equity-cap space, with over USD50 billion in dedicated small- and medium-cap strategies globally.

The strategy aims to deliver above average returns relative to the MSCI All Country World Small Mid Cap Index (net return) over a full market cycle by investing in high-quality small- and mid-cap companies with consistent earnings growth and durable franchises, as well as attractively valued securities. It focuses on companies early in their life cycle positioned to potentially grow at above-average rates.

The portfolio follows a disciplined, repeatable process that utilises the full capabilities of MFS’ integrated global research platform, which includes fundamental equity, credit and quantitative analysis aimed at developing unique, proprietary insights into a company’s fundamentals and valuation metrics.

“In the current market, it is tempting for investors to focus on companies that may offer strong returns in the near term. We believe the small- and mid-cap equity space presents a compelling intersection of an increasingly attractive opportunity set over the long-term. Stock selection is key, with a focus on finding, early in their life cycle, companies that are attractively valued relative to their fundamental strengths and growth prospects. This is the major driver of the portfolio’s active returns,” says Matt Weisser, MFS Managing Director – Europe.

The fund is co-managed by a team of highly experienced portfolio managers with global expertise: Peter Fruzzetti and Sandheep Mehta, based in London, and Eric Braz and Michael Grossman, based in Boston. Their extensive experience and closely collaborative approach add a depth and breadth of perspective to the investment process.

MFS Meridian Funds – Global New Discovery Fund is domiciled and regulated in Luxembourg, structured as a SICAV SA and registered in 14 countries across Europe.

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