David DiLorenzo - MFS Special Treasurer
Executive
Mr. David L. DiLorenzo is Assistant Treasurer of MFS Special Value Trust. He was with Massachusetts Financial Services Company, Senior Vice President. since 2016.
| Age | 52 |
| Tenure | 9 years |
| Phone | 617 954 5000 |
| Web | https://www.mfs.com/en-us/individual-investor/prod |
David DiLorenzo Latest Insider Activity
Tracking and analyzing the buying and selling activities of David DiLorenzo against MFS Special stock is an integral part of due diligence when investing in MFS Special. David DiLorenzo insider activity provides valuable insight into whether MFS Special is net buyers or sellers over its current business cycle. Note, MFS Special insiders must abide by specific rules, including filing SEC forms every time they buy or sell MFS Special'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.
David DiLorenzo over six months ago Insider Trading |
MFS Special Management Efficiency
The company has Return on Asset of 0.0201 % which means that on every $100 spent on assets, it made $0.0201 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0313 %, implying that it generated $0.0313 on every 100 dollars invested. MFS Special's management efficiency ratios could be used to measure how well MFS Special manages its routine affairs as well as how well it operates its assets and liabilities.Similar Executives
| Showing other executives | EXECUTIVE Age | ||
| Frank Fabozzi | Blackrock Munivest | 73 | |
| Alan Fleming | Brookfield Business Corp | N/A | |
| Thomas Connors | MFS Charter Income | 65 | |
| Martin Wolin | MFS Intermediate Income | 52 | |
| Charles Park | Blackrock Muniholdings Quality | 54 | |
| Frank Tarantino | MFS Multimarket Income | 81 | |
| Clarence Otis | MFS High Income | 64 | |
| Paul Joskow | Putnam Premier Income | 73 | |
| Jay Fife | Blackrock Munivest | 51 | |
| Rebecca Rimel | DWS Municipal Income | 69 | |
| Michael Hegarty | MFS Multimarket Income | 74 | |
| Richard Weitzel | MFS High Income | 55 | |
| Kasey Philips | MFS Multimarket Income | 54 | |
| Matthew Stowe | MFS Multimarket Income | 45 | |
| Kasey Philips | MFS High Income | 54 | |
| Maryanne Roepke | MFS Charter Income | 64 | |
| Ethan Corey | MFS High Yield | 61 | |
| James Yost | MFS Multimarket Income | 60 | |
| Brian Langenfeld | MFS High Yield | 52 | |
| Howard CFA | John Hancock Income | N/A | |
| James Conn | Gabelli Healthcare WellnessRx | 82 | |
Management Performance
| Return On Equity | 0.0313 | |||
| Return On Asset | 0.0201 |
MFS Special Value Leadership Team
Elected by the shareholders, the MFS Special's board of directors comprises two types of representatives: MFS Special inside directors who are chosen from within the company, and outside directors, selected externally and held independent of MFS. The board's role is to monitor MFS Special's management team and ensure that shareholders' interests are well served. MFS Special's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, MFS Special's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Robert Butler, Independent Trustee | ||
| James Kilman, Independent Trustee | ||
| David Gunning, Independent Chairman of the Board of Trustees | ||
| Amanda Mooradian, Assistant Secretary and Assistant Clerk | ||
| CFA CFA, Portfolio Manager | ||
| Susan Pereira, Assistant Secretary and Assistant Clerk | ||
| Laurie Thomsen, Independent Trustee | ||
| John Kavanaugh, Independent Chairman of the Board of Trustees | ||
| Robert Uek, Independent Trustee | ||
| Mark Polebaum, Secretary and Clerk | ||
| Robert Manning, Trustee | ||
| Maryanne Roepke, Independent Trustee | ||
| Clarence Otis, Independent Trustee | ||
| Kenneth CFA, Portfolio Securities | ||
| Christopher Bohane, Assistant Secretary and Assistant Clerk | ||
| Matthew Stowe, Assistant Secretary and Assistant Clerk | ||
| William Gutow, Independent Trustee | ||
| Peter Jones, Independent Trustee | ||
| Ethan Corey, Assistant Secretary and Assistant Clerk | ||
| CFA Brown, Portfolio Manager | ||
| James Yost, Deputy Treasurer | ||
| Kenneth Paek, Assistant Treasurer | ||
| Steven Buller, Independent Trustee | ||
| Michael Hegarty, Independent Trustee | ||
| Susan Newton, Assistant Secretary and Assistant Clerk | ||
| Matthew CFA, Portfolio Manager | ||
| Frank Tarantino, Independent Senior Officer | ||
| Thomas Connors, Assistant Secretary and Assistant Clerk | ||
| David DiLorenzo, Treasurer | ||
| Brian Langenfeld, Assistant Secretary and Assistant Clerk | ||
| Maureen Goldfarb, Independent Trustee | ||
| Michael Roberge, Trustee | ||
| Heidi Hardin, Secretary and Clerk | ||
| Kasey Phillips, Assistant Treasurer | ||
| Robin Stelmach, President and Trustee | ||
| John Clark, Assistant Treasurer | ||
| Richard Weitzel, Assistant Secretary, Assistant Clerk | ||
| Kino Clark, Assistant Treasurer | ||
| Nevin Chitkara, Portfolio Manager | ||
| Martin Wolin, Chief Compliance Officer | ||
| John Caroselli, Independent Director |
MFS Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is MFS Special a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
Thematic Opportunities
Explore Investment Opportunities
Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.
Other Consideration for investing in MFS Stock
If you are still planning to invest in MFS Special Value check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the MFS Special's history and understand the potential risks before investing.
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Stocks Directory Find actively traded stocks across global markets | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |