James Oates - John Hancock Independent Chairman of the Board of Trustees

HTD Fund  USD 23.64  0.09  0.38%   
James Oates is Fund Manager at John Hancock Tax
Mr. James M. Oates is an Trustee of John Hancock TaxAdvantaged Dividend Income Fund. He was Managing Director, Wydown Group Chairman and Director, Emerson Investment Management, Inc. Independent Chairman, Hudson Castle Group, Inc. Director, Stifel Financial Director, Investor Financial Services Corporation Director, Connecticut River Bancorp Director, Virtus Funds .Trustee and Chairperson of the Board, John Hancock retail funds Trustee and Chairperson of the Board, John Hancock Funds III Trustee and Chairperson of the Board, John Hancock Variable Insurance Trust Trustee and Chairperson of the Board, John Hancock Funds II .
Age 74
Tenure 7 years
Phone617-663-2430
Webhttps://www.jhinvestments.com/Fund/ManagementCommentary.aspx?ProductType=ClosedEnd&FundID=34700&ClassCode=CE&BackToFundTableType=Price

James Oates Latest Insider Activity

Tracking and analyzing the buying and selling activities of James Oates against John Hancock fund is an integral part of due diligence when investing in John Hancock. James Oates insider activity provides valuable insight into whether John Hancock is net buyers or sellers over its current business cycle. Note, John Hancock insiders must abide by specific rules, including filing SEC forms every time they buy or sell John Hancock'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.

John Hancock Management Performance (%)

The company has Return on Asset of 2.21 % which means that on every $100 spent on assets, it made $2.21 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 7.61 %, implying that it generated $7.61 on every 100 dollars invested. John Hancock's management efficiency ratios could be used to measure how well John Hancock manages its routine affairs as well as how well it operates its assets and liabilities.
John Hancock Tax has 418.9 M in debt with debt to equity (D/E) ratio of 0.47, which is OK given its current industry classification. John Hancock Tax has a current ratio of 0.04, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist John Hancock until it has trouble settling it off, either with new capital or with free cash flow. So, John Hancock's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like John Hancock Tax sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for John to invest in growth at high rates of return. When we think about John Hancock's use of debt, we should always consider it together with cash and equity.

Similar Money Managers

Found 3 records

One Year Return

William ParkEaton Vance Tax
74
William ParkEaton Vance Tax
74
William ParkEaton Vance Tax
74
John Hancock Tax-Advantaged Dividend Income Fund is a closed ended equity mutual fund launched and managed by John Hancock Investment Management LLC. John Hancock Tax-Advantaged Dividend Income Fund was formed on February 27, 2004 and is domiciled in the United States. John Hancock operates under Asset Management classification in the United States and is traded on New York Stock Exchange. The fund is not classified under any group at the present time.

Management Performance

John Hancock Tax Leadership Team

Elected by the shareholders, the John Hancock's board of directors comprises two types of representatives: John Hancock inside directors who are chosen from within the company, and outside directors, selected externally and held independent of John. The board's role is to monitor John Hancock's management team and ensure that shareholders' interests are well served. John Hancock'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, John Hancock's outside directors are responsible for providing unbiased perspectives on the board's policies.
Gregory Russo, Independent Trustee
Frances Rathke, Independent Trustee
Christopher Sechler, Secretary and Chief Legal Officer
William Cunningham, Independent Trustee
James Oates, Independent Chairman of the Board of Trustees
James Boyle, Independent Trustee
Deborah Jackson, Independent Trustee
Marianne Harrison, Trustee
Peter Burgess, Independent Trustee
Charles Bardelis, Independent Trustee
Francis Knox, Chief Compliance Officer
Steven Pruchansky, Independent Vice Chairman of the Board of Trustee
Charles Rizzo, Chief Financial Officer
Grace Fey, Independent Trustee
Andrew Arnott, President, Trustee
Hassell McClellan, Independent Chairman of the Board of Trustee
Trevor Swanberg, Independent Trustee
Salvatore Schiavone, Treasurer

John Fund Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right fund is not an easy task. Is John Hancock 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.

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in John Fund

John Hancock financial ratios help investors to determine whether John Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in John with respect to the benefits of owning John Hancock security.
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