David Cole

Portfolio Manager-Fixed Income at

Massachusetts Financial Services Co.

Finance

Consumer Services

Profile

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.

David Cole 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-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	-

All active positions of David Cole

Former positions of David Cole

Companies	Position	End
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-Fixed Income	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	-

See the detail of David Cole's experience

Training of David Cole

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of David Cole's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	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

See company connections