Kevin Beatty

Head-Equity Investments at

Massachusetts Financial Services Co.

Finance

Consumer Services

Profile

T.
Kevin Beatty is currently a Portfolio Manager at Massachusetts Financial Services Co., a position held since 2022, and has been with the company since 2002.
Former positions include Assistant Director-Investment Relations at Fleet Financial Group, Inc., and Analyst roles at State Street Research & Management Co. and Fleet Investment Advisors.
Education includes an MBA from Babson College and an undergraduate degree from St. Bonaventure University.

Kevin Beatty 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.	Head-Equity Investments	01/01/2015

All active positions of Kevin Beatty

Former positions of Kevin Beatty

Companies	Position	End
Fleet Investment Advisors Fleet Investment Advisors Major BanksFinance Commercial banking	Analyst-Equity	-
Fleet Financial Group, Inc. Fleet Financial Group, Inc. Major BanksFinance Commercial banking	Corporate Officer/Principal	-
State Street Research & Management Co. State Street Research & Management Co. Investment Banks/BrokersFinance SSR combines bottom-up stock selection with quantitative risk controls. The Asset Allocation committee formulates the asset allocation strategy based upon the relative attractiveness, variability and correlation between the equity and fixed income markets. The committee reviews a wide range of factors that include forecasts of corporate earnings, liquidity and an assessment of macroeconomic trends. The committee formally reviews allocation targets on a monthly basis. For active equity management they combine bottom-up stock selection based on comprehensive fundamental research with explicit sector weighting decisions and quantitative risk management. Teams manage portfolios. SSR believes that fixed income security prices respond to economic fundamentals in predictable but not perfectly efficient ways. They seek to identify opportunities created by these inefficiencies through fundamental research supported by quantitative risk controls.	Analyst-Equity	-

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Linked companies

Private companies	6
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
State Street Research & Management Co. State Street Research & Management Co. Investment Banks/BrokersFinance SSR combines bottom-up stock selection with quantitative risk controls. The Asset Allocation committee formulates the asset allocation strategy based upon the relative attractiveness, variability and correlation between the equity and fixed income markets. The committee reviews a wide range of factors that include forecasts of corporate earnings, liquidity and an assessment of macroeconomic trends. The committee formally reviews allocation targets on a monthly basis. For active equity management they combine bottom-up stock selection based on comprehensive fundamental research with explicit sector weighting decisions and quantitative risk management. Teams manage portfolios. SSR believes that fixed income security prices respond to economic fundamentals in predictable but not perfectly efficient ways. They seek to identify opportunities created by these inefficiencies through fundamental research supported by quantitative risk controls.	Finance
Fleet Investment Advisors Fleet Investment Advisors Major BanksFinance Commercial banking	Finance
Fleet Financial Group, Inc. Fleet Financial Group, Inc. Major BanksFinance Commercial banking	Finance
Babson College Babson College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
St. Bonaventure University St. Bonaventure University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services