Jed Stocks

Analyst-Equity at

Massachusetts Financial Services Co.

Finance

Consumer Services

Profile

Mr. John E.
Stocks, CFA, is an Equity Portfolio Manager at Massachusetts Financial Services Co. and a Portfolio Manager at MFS Institutional Advisors, Inc. He received his undergraduate degree from Lehigh University.

Jed Stocks 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.	Analyst-Equity	01/01/2001
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-Equities	-

All active positions of Jed Stocks

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Linked companies

Private companies	3
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
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
Lehigh University Lehigh University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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