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Kevin Schmitz
Gestionnaire de Portefeuille-Actions chez
Massachusetts Financial Services Co.
Profil
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.
Postes actifs de Kevin Schmitz
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 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. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de Kevin Schmitz
| Sociétés | Poste | Fin |
|---|---|---|
Fidelity Investments Luxembourg SA
 Fidelity Investments Luxembourg SA Investment ManagersFinance Provides fund management services | Corporate Officer/Principal | 31/12/2001 |
Formation de Kevin Schmitz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
98
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
