![David Cole](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
David Cole
Portfolio Manager-Fixed Income bei
Massachusetts Financial Services Co.
Profil
Mr. David P.
Cole, CFA MBA, is a Portfolio Manager at Massachusetts Financial Services Co. and an Investment Officer & Portfolio Manager at MFS Institutional Advisors, Inc. He is also a co-portfolio manager of the firm's high-yield portfolios.
He joined MFS in 2004 after working for five years as a high-yield Analyst for Franklin Templeton Investments.
Before that, he served as a Financial Economist/Treasury Market Analyst for Thomson Financial Services and an economist for Standard and Poor's.
He has a bachelor's degree from Cornell University and an MBA from University of California, Berkeley.
He holds the Chartered Financial Analyst (CFA) designation.
Aktive Positionen von David Cole
| Unternehmen | Position | Beginn |
|---|---|---|
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-Fixed Income | 01.01.2004 |
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-Fixed Income | - |
Ehemalige bekannte Positionen von David Cole
| Unternehmen | Position | Ende |
|---|---|---|
Templeton Investment Counsel LLC
 Templeton Investment Counsel LLC Investment ManagersFinance TIC’s equity strategies seek to identify stocks that are significantly undervalued in markets across the globe. When choosing equity investments for the strategies, the firm applies a bottom-up, value-oriented, long-term approach, focusing on the market price of a company's securities relative to their evaluation of the company's long-term earnings, asset value and cash flow potential. Based on these research results, managers construct individual portfolios within established parameters for the mandate and diversification. | Analyst-Festverzinsliche Wertpapiere | 31.12.2003 |
Thomson Financial Services LLC
 Thomson Financial Services LLC Life/Health InsuranceFinance Provides health insurance services | Corporate Officer/Principal | 31.12.1998 |
Standard & Poor's Financial Services LLC
 Standard & Poor's Financial Services LLC Investment ManagersFinance Provides financial market intelligence services | Corporate Officer/Principal | - |
Ausbildung von David Cole
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
67
Beziehungen ersten Grades
7
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 7 |
|---|---|
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 |
Templeton Investment Counsel LLC
Templeton Investment Counsel LLC Investment ManagersFinance TIC’s equity strategies seek to identify stocks that are significantly undervalued in markets across the globe. When choosing equity investments for the strategies, the firm applies a bottom-up, value-oriented, long-term approach, focusing on the market price of a company's securities relative to their evaluation of the company's long-term earnings, asset value and cash flow potential. Based on these research results, managers construct individual portfolios within established parameters for the mandate and diversification. | 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 |
Standard & Poor's Financial Services LLC
Standard & Poor's Financial Services LLC Investment ManagersFinance Provides financial market intelligence services | Finance |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Thomson Financial Services LLC
Thomson Financial Services LLC Life/Health InsuranceFinance Provides health insurance services | Finance |
University of California
 University of California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
