Company Summary

MFS Investment Management joined forces with McLean Budden in Canada in November 2011. The two firms have 150 years of investing history between them. Now with a unified commitment to fundamental and balanced research from all corners of the globe, MFS McLean Budden is looking forward to 150 more.

Source: MFS McLean Budden

Unique Value Proposition

MFS McLean Budden has guided investors through every market condition imaginable. From the highest highs to the lowest lows, the firm has spent decades refining its investment process according to four key principles: work from the bottom up, take a global perspective, collaborate, and manage risk.

MFS Investment Management and MFS McLean Budden have U.S. $277.3 billion in combined assets under management (as of June 30, 2012). MFS McLean Budden is the registered business name of McLean Budden Limited.

Bottom up. MFS McLean Budden believes detailed fundamental analysis of individual companies is the cornerstone of successful investing.

Global. Analysts in many of the world’s major financial centers scour the globe for opportunities.
Collaborative. MFS McLean Budden believes ideas improve when they’re carefully reviewed and constantly challenged.
Risk managed. Risk management is intrinsic to MFS McLean Budden’s entire investment process.

Source: MFS McLean Budden

AUM ($Bil)


Year Founded


Key Personnel

Carol Geremia, Co-Head of Global Distribution


77 King Street West, 35th Floor
Toronto, Ontario
M5K 1B7

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