Capital Allocators – Inside the Institutional Investment Industry Carol Geremia - Creating Long-Term Value for (almost) 100 Years at MFS (Capital Allocators, EP. 287)
Dec 15, 2022
Carol Geremia, President and Head of Global Distribution at MFS Investment Management, has spent 37 years with the firm, shaping its client strategy and corporate vision. She shares insights on MFS's rich 100-year legacy and its adaptive culture, emphasizing the importance of collaboration and long-term investment strategies. Carol discusses the industry's evolving landscape, tackling current challenges like geopolitical uncertainties and the rise of ESG investing. She also reflects on personal growth, trust in leadership, and the need to challenge traditional investment practices.
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Research Process
- MFS's research process emphasizes deep understanding of company fundamentals through a global, collaborative team approach.
- Integrating equity and fixed income research provides a comprehensive view of companies and their capital structures.
Team Structure and Collaboration
- MFS fosters collaboration through incentivizing teamwork, conducting peer reviews, and facilitating in-person meetings.
- Global teams are brought together to build trust and enhance communication beyond portfolio discussions.
Focus on Controllables
- Focus on controllable aspects like research and long-term strategies rather than unpredictable external factors.
- Emphasize the power of time in managing risk, especially for institutional investors facing short-term pressures.