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You are here: Manager factsheet

Ward Brown

MFS Meridian Funds
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Manager profile
Ward Brown is an Investment Officer and portfolio manager at MFS Investment Management (MFS). He is a member of the Emerging Markets Debt team, and his management duties include MFS Emerging Markets Debt Fund and institutional accounts in additional to macroeconomic research and individual credit analysis. Ward joined MFS in 2005 as a fixed income research analyst and was named portfolio manager in 2008. Prior to joining MFS, he served as an economist for the International Monetary Fund for seven years. Ward spent four years as a research and teaching assistant for the Financial Markets Group at London School of Economics and Political Science and later served as a lecturer at the school in the Economics Department. Ward earned his bachelors degree from McGill University and holds masters and doctoral degrees in economics from the London School of Economics and Political Science. Our portfolio managers are supported by our entire team of investment professionals in six worldwide offices, who apply a proprietary investment process that is research driven, globally integrated, and disciplined.
Total return for Ward Brown
Discrete calendar year performance : Ward Brown

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Ward Brown 6.8 -0.3 -2.9 -2.1 -0.9 11.8 -0.7 -4.4 35.6 -5.0
Peer Group Composite 7.8 2.6 -6.5 0.1 1.7 7.7 -1.6 -0.4 28.8 -4.7
Over / Under -1.0 -2.9 3.6 -2.2 -2.6 4.1 0.9 -4.0 6.8 -0.3
Performance vs peer group composite: Ward Brown
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
MFS Meridian Emerging Markets Debt Co-managed FO Fixed Int - Emerging Markets since Jul 01 2008 to present
MFS Meridian Emerging Markets Debt Local Currency Co-managed FO Fixed Int - Emerging Markets since Mar 25 2009 to present
MFS Meridian Global Opportunistic Bond Co-managed FO Fixed Int - Global since Jul 12 2016 to present
MFS Meridian Diversified Income Co-managed (deputy) FO Mixed Asset - Flexible since Mar 01 2018 to present
Funds managed previously
Fund Periods
MFS Meridian Global Credit since Dec 21 2009 to Sep 30 2014
MFS Meridian Diversified Income since Oct 30 2014 to Feb 28 2018
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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