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Lipper Alpha Insight - Fund Manager Chat

Mar 29, 2017

Bob Persons, Portfolio Manager at MFS, talks about the MFS Meridian US Corporate Bond Fund outlining the case for US credit in a rising interest rate environment.

He discusses how and why MFS is cherry picking securities in BB/BBB-rated space, articulates his view on duration and interest rates and examines the opportunities and risks under the new Trump administration.  He also outlines the extensive analytical capability MFS has maintained in US credit since 1974.  

Robert is speaking with Jake Moeller, Head of Lipper UK & Ireland Research in London on March 28, 2017. 

About Robert Persons

Robert D. Persons is an investment officer of MFS Investment Management (MFS) and a fixed income portfolio manager.

Robert joined MFS in 2000 as an investment-grade fixed income research analyst. Prior to joining the firm, he served six years as a bond analyst/portfolio manager for Scudder Kemper Investments, three years as an investment manager for The Travelers Insurance Company and three years as an investment analyst for Bailard, Biehl & Kaiser.

Robert earned a Bachelor of Arts degree from Bucknell University and a Master of Business Administration degree from Northwestern University. He holds the Chartered Financial Analyst (CFA) designation and serves on the board of the Boston Security Analysts Society.

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