MFS fund seeks untapped ‘contrarian’ opportunities | Australian Markets

MFS Investment Management has repackaged its fashionable Contrarian Capital investment strategy into a new actively managed trust out there for Australian wholesale and institutional traders, following a spike in investor demand.

The MFS Global Contrarian Equity Trust, whereas offering native market members with publicity to the MFS Contrarian Capital strategy, is modelled after the supervisor’s Contrarian Value strategy which has been closed to new investments since 2023 resulting from its capability restrict being reached.

The trust leverages a bottom-up basic investment strategy in its choice of between 30 and 60 large-cap stocks, chosen significantly for his or her “divergences” between price and worth amid experiences of controversy, transition, company restructuring, particular conditions, cyclical or structural changes, or a momentary impairment of the business model .

A workforce of international analysts assist the analysis course of behind the trust throughout areas, industries and markets, presenting a diversified portfolio of international equity securities in each developed and rising markets.

The trust is backed by the identical investment philosophy and leaders utilized by the overarching strategy, co–portfolio managers Anne-Christine Farstad and Zahid Kassam.

“The MFS Global Contrarian Equity Trust combines the best of MFS’ contrarian investing expertise and risk management with a unique mandate designed to complement and diversify global equities exposures within Australian portfolios,” Josh Barton, Senior Managing Director and Head of Australia and New Zealand, mentioned.

“At a time when global equity markets are being shaped by forces unprecedented in nature and magnitude, creating more pockets of price dislocations, the trust may provide investors with the value characteristics they seek, while diversifying their equity exposures and providing more flexibility than some of the more dogmatic deep value strategies.”