Lionel Gomez will join this foreign small/mid growth fund’s management team as a comanager on March 31, 2021. Gomez has a solid resume. He had several years of portfolio-management experience when he joined MFS in 2013; he has served as an equity specialist and worked closely with a variety of MFS managers during his time at the firm; and he currently serves as the capital-goods sector leader on the firm’s emerging-markets research strategy.
Will MIDHX outperform in future?
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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MIDHX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MIDHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MIDHX’s parent organization’s priorities and whether they’re in line with investors’ interests.