Kevin Schmitz

Portfolio Manager-Equities at

Massachusetts Financial Services Co.

Finance

Consumer Services

Profile

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.

Kevin Schmitz active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	31/12/2008
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.	Portfolio Manager-Equities	-

All active positions of Kevin Schmitz

Former positions of Kevin Schmitz

Companies	Position	End
Fidelity Investments Luxembourg SA Fidelity Investments Luxembourg SA Investment ManagersFinance Provides fund management services	Corporate Officer/Principal	30/12/2001

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Private companies	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