Taking a Low-Volatility Equity Approach in Good Times and Bad

Portfolio manager Jim Fallon and Investment Strategist Rob Almeida discuss low-volatility investing, exploring their outlook on market volatility, why this approach makes sense as a strategic allocation and MFS’ approach.

(00:37) Path of a Quant in a Fundamental World

(03:22) The Genesis of Low Volatility Equity Investing

(05:23) Today's Inflation: The Realities and Misconceptions

(07:28) Capital Allocation during Periods of Inflation

(10:14) What are Low Volatility Stocks?

(12:19) Low Vol Equity Valuations

(13:55) Active Management and Low Vol Stocks

(17:14) Low Volatility as a Strategic Allocation

(20:50) A PM's Passions beyond Investing

This material is intended for investment professional use only and not intended for retail investors.­ ­ The views expressed are those of the speaker and are subject to change at any time. These views are for informational purposes only and should not be relied upon as a recommendation to purchase any security, or as an offer of securities or investment advice. No forecast can be guaranteed. Past performance is no guarantee of future results.

Please keep in mind that a sustainable investing approach does not guarantee positive results and all investments, including those that integrate ESG considerations into the investment process, carry a certain amount of risk including the possible loss of the principal amount invested.

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