Blended Research® Global Equity Trust

Jonathan W. Sage, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). He is a member of the portfolio management team responsible for the firm's Blended Research, low volatility and other quantitatively managed equity strategies. In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the quantitative research process and strategy discussions. Jonathan joined MFS in 2000 as a quantitative equity research analyst and assumed his current role in 2005. He began his career in the financial services industry in 1995. Jonathan earned a bachelor's degree from Tufts University and a Master of Business Administration degree and Master of Science degree in finance from Boston College. He holds the Chartered Financial Analyst (CFA) designation and is a member of the Boston Security Analysts Society, Inc.

James C. Fallon is an investment officer and a quantitative portfolio manager at MFS Investment Management® (MFS®). In this role, he is responsible for buying and selling decisions, portfolio construction, risk control and cash management. He also participates in the research process and strategy discussions. James joined MFS in 1999 as a securities lending administrator. He worked as an equity research associate, an equity quantitative research analyst and an equity portfolio manager at the firm before taking on his current role. Prior to joining MFS, he served as mutual fund custody accountant for Investors Bank & Trust. James earned a bachelor's degree from the University of New Hampshire and a Master of Business Administration degree from Boston University. In 2023, James graduated Summa Cum Laude with a Bachelor of Arts degree from the Berklee College of Music. In addition, he is actively involved in the MFS music affinity resources group, which he helped found to support community causes and affinity groups.

Matthew W. Krummell, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). He is a member of the portfolio management team responsible for the firm's Blended Research, low volatility and other quantitatively managed equity strategies. In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the quantitative research process and strategy discussions. Matt has managed Blended Research equity strategies since joining MFS in 2001 as a quantitative research analyst. He previously served as an analyst at Pioneer Investments for three years and for two years as an assistant vice president at Putnam Investments, where he was responsible for developing quantitative equity models. Before that, he was an associate at Mellon Capital Management for three years. He began his career in the financial services industry in 1991. Matt earned a Bachelor of Arts degree in economics from the University of California and a Master of Business Administration degree in finance and statistics from the University of Chicago. He holds the Chartered Financial Analyst (CFA) designation from the CFA Institute.

Jed Stocks, CFA, is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). He is a member of the portfolio management team responsible for the firm's Blended research, low volatility and other quantitatively managed equity strategies. In this role, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management. He also participates in the quantitative research process and strategy discussions. Jed began his career in the financial services industry as a teleservices representative for MFS in 1999 and later rejoined the firm in 2001. He became a quantitative research associate in 2002 and was named a quantitative research analyst in 2005 before assuming his current role in 2015. Jed earned a Bachelor of Science degree in finance from Lehigh University. He holds the Chartered Financial Analyst (CFA) designation.

George Fontaine, CFA, M²SD, is an investment officer and a quantitative institutional portfolio manager (IPM) at MFS Investment Management® (MFS®). In his role supporting the firm's Blended Research strategies, he participates in the research process and strategy discussions, assesses portfolio risk, and customizes portfolios to client objectives and guidelines. He meets regularly with clients to communicate investment policy, strategy and portfolio positioning. He also produces research and insight pieces based on knowledge gained by accessing the MFS global investment platform. George joined the firm in 2017 as an analyst within the Investment Solutions Group (ISG) where he focused on equity markets. He went on to become a senior analyst on the team, before moving to the investment team as a senior equity IPM associate. Prior to joining the firm, he worked for a year as a portfolio analyst at Natixis Global Asset Management, three years in various roles at GMO LLC, including as an investment analyst, and two years as a financial analyst at State Street Corporation. George earned a Bachelor of Science degree in both economics and psychology from Union College. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Boston. George is also a Macro Specialist Designation charterholder (M²SD) and is a member of The Macro Institute.

Jeffrey D. Morrison, CFA, is an investment officer and a quantitative institutional portfolio manager at MFS Investment Management® (MFS®). In his role supporting the firm's Blended Research® strategies, he participates in the research process and strategy discussions, and he also communicates investment policy, strategy performance, and portfolio positioning to clients. Jeff also serves as a co-portfolio manager of the firm's Canadian Balanced portfolios. Jeff joined MFS in 2006 as an institutional portfolio manager and became a portfolio manager in 2011. He managed several Canadian equity strategies for the firm from 2012 to 2017. He took on his current responsibilities, as an institutional portfolio manager for the firm's Blended Research portfolios, in January 2017. Before joining MFS, he served for eight years as a portfolio manager at Franklin Templeton Investments, including two years at Bissett Investment Management, where he was a voting member of the Investment Policy Committee and a member of the Senior Management Committee. He also served as lead manager on various US and global equity mandates at Bissett/Franklin Templeton. Prior to that, he worked for six years as a US equity analyst and portfolio manager for Mulvihill Capital Management, as well as working for two years as a capital markets analyst and one year as a bond and money market trader for CT Investment Counsel (CTIC). Jeff earned a Bachelor of Business Management degree from Ryerson University (formerly Ryerson Polytechnical Institute) and holds the Chartered Financial Analyst (CFA) designation. He is a member of the CFA Society of Boston and the CFA Society of Nashville.