Claud Davis

Analyst-Equity at Massachusetts Financial Services Co.

Consumer Services

Finance

Profile

Mr. Claud P.
Davis, CFA MBA, is a Portfolio Manager at Massachusetts Financial Services Co. He is an investment officer and an equity research analyst covering the utility industry at MFS Investment Management.
He also serves as a portfolio manager of the firm's utilities portfolios.
He joined the firm in 1989 as a management analyst in the Internal Consulting Department.
He was named a senior manager in that area in 1992, a credit analyst in 1994 and an equity analyst in 2000.
He assumed portfolio management responsibilities in 2014 and has over 38 years of industry experience.
Mr. Claud previously worked for KPMG Peat Marwick as a senior associate.
He is a graduate of Lehigh University and earned an MBA from Boston College.
He is a Chartered Financial Analyst and a Certified Public Accountant.

Claud Davis active positions

Companies	Position	Start
Massachusetts Financial Services Co. Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).	Analyst-Equity	1999-12-31

All active positions of Claud Davis

Training of Claud Davis

Boston College	Graduate Degree
Lehigh University	Undergraduate Degree

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Linked companies

Private companies	1
Massachusetts Financial Services Co. Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).	Finance