Steven R Gorham

Steven R. Gorham, CFA, is an investment officer, director of Equity -- North America and a portfolio manager with MFS Investment Management® (MFS®). He is member of the portfolio management teams of the firm's Value and Global Balanced portfolios. As a portfolio manager, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management and participates in the research process and strategy discussions. He also serves on the MFS Global Equity Management team. He is based in the firm's Boston office. Steve joined MFS in 1989 as a teleservices representative and became a member of the Financial Advisor Division sales desk in 1991. In 1992 he joined the Equity Research Department. He became a research analyst in 1993 and an investment officer in 1996. He was named portfolio manager in 2000. Steve is a graduate of the University of New Hampshire and has a Master of Business Administration degree from Boston College. He is a member of The Boston Security Analysts Society and holds the Chartered Financial Analyst (CFA) designation. Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.