Profiel
Mr. Kevin J.
Schmitz is a Portfolio Manager at Massachusetts Financial Services Co. and MFS Institutional Advisors, Inc. He is also an Investment officer.
He manages the firm's small and mid-cap value portfolios.
He assumed his current duties in 2011.
He joined MFS in 2002 as an equity research analyst covering financial stocks.
In 2009, he took on co-portfolio management duties in addition to his Analyst role.
He has over 31 years of industry experience.
Prior to joining the firm, he was a Financial Analyst and Vice President of business development for Fidelity Investments.
He earned a bachelor's of business administration from of the University of Michigan.
Actieve functies van Kevin Schmitz
| Bedrijven | Functie | Begin |
|---|---|---|
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Portefeuillebeheerder-Aandelen | 01-01-2009 |
MFS Institutional Advisors, Inc.
MFS Institutional Advisors, Inc. Investment ManagersFinance MFSI primarily manages long-only investment strategies. To a lesser extent, the MFS Global Group manages some strategies that may employ both long and short positions as a principal strategy and/or manages exposure to asset classes, markets, and currencies, primarily using derivatives. The firm utilizes various investment techniques to implement their investment strategies. In addition, they may use exchange-traded and OTC derivatives to manage currency or interest rate exposure. | Portefeuillebeheerder-Aandelen | - |
Eerdere bekende functies van Kevin Schmitz
| Bedrijven | Functie | Einde |
|---|---|---|
Fidelity Investments Luxembourg SA
Fidelity Investments Luxembourg SA Investment ManagersFinance Provides fund management services | Corporate Officer/Principal | 31-12-2001 |
Opleiding van Kevin Schmitz
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Finance |
MFS Institutional Advisors, Inc.
MFS Institutional Advisors, Inc. Investment ManagersFinance MFSI primarily manages long-only investment strategies. To a lesser extent, the MFS Global Group manages some strategies that may employ both long and short positions as a principal strategy and/or manages exposure to asset classes, markets, and currencies, primarily using derivatives. The firm utilizes various investment techniques to implement their investment strategies. In addition, they may use exchange-traded and OTC derivatives to manage currency or interest rate exposure. | Finance |
Fidelity Investments Luxembourg SA
Fidelity Investments Luxembourg SA Investment ManagersFinance Provides fund management services | Finance |
University of Michigan
University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















