James Oates - John Hancock Independent Chairman of the Board of Trustees
HTD Fund | USD 23.64 0.09 0.38% |
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 |
Phone | 617-663-2430 |
Web | https://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.
James Oates over three months ago Acquisition by James Oates of tradable shares of John Hancock at 18.3499 subject to Rule 16b-3 | ||
James Oates over six months ago Disposition of tradable shares by James Oates of John Hancock subject to Rule 16b-3 | ||
James Oates over six months ago Acquisition by James Oates of 162 shares of John Hancock at 12.22 subject to Rule 16b-3 | ||
James Oates over a year ago Purchase by James Oates of tradable shares of John Hancock |
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.Similar Money Managers
Found 3 records | One Year Return | ||
William Park | Eaton Vance Tax | 74 | |
William Park | Eaton Vance Tax | 74 | |
William Park | Eaton Vance Tax | 74 |
Management Performance
Return On Equity | 7.61 | ||||
Return On Asset | 2.21 |
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.
Return On Equity | 7.61 | ||||
Return On Asset | 2.21 | ||||
Profit Margin | 118.95 % | ||||
Operating Margin | 81.90 % | ||||
Current Valuation | 1.19 B | ||||
Shares Outstanding | 35.41 M | ||||
Shares Owned By Insiders | 0.03 % | ||||
Shares Owned By Institutions | 14.04 % | ||||
Number Of Shares Shorted | 152.55 K | ||||
Price To Earning | 11.81 X |
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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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