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Manulife U.s. Balanced Private Trust Series Adv (0P0000Z598)
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10.905
-0.060
-0.51%
17/12 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 455.61M
Manulife U.S. Balanced Private Trust Series Adv
10.905
-0.060
-0.51%
- Overview
- Profile
- Historical Data
- Holdings
Manulife U.s. Balanced Private Trust Series Adv Overview
On this page you'll find an in-depth profile of Manulife U.s. Balanced Private Trust Series Adv. Learn about the key management, total assets, investment strategy and contact information of 0P0000Z598 among other information.
Investment Strategy
The fundamental investment objective of the Pool is to seek to generate income and capital appreciation primarily through exposure to a diversified portfolio primarily consisting of dividend paying equity and fixed income securities. The Pool will also invest its assets in equity, fixed income, mutual fund or exchange-traded fund securities.
Contact Information
Address
North Tower Floor 3
Toronto,ON M4W 1E5
Canada
Toronto,ON M4W 1E5
Canada
Phone
416 581 8350
Fax
416 581 8428
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Charles Tomes | Associate Portfolio Manager | 2024 | Now |
| Biography | Charles C. Tomes is a director and associate portfolio manager on the Global Multi-Sector Fixed Income Team at Manulife Investment Management. He is responsible for portfolio management, global bond and currency research, asset allocation and risk management for the company’s global multi-sector fixed income strategies. Prior to this position, Charles was a senior investment analyst and trader with the Global Multi-Sector Fixed Income Team. Previously, Charles worked at John Hancock and he started his career at Morgan Stanley. | ||
| Bradley Lutz | Portfolio Manager | 2022 | Now |
| Biography | Brad is a managing director and portfolio manager on the preferred income team at Manulife Investment Management; he’s also a senior investment analyst, supporting the company’s fixed-income strategies. Brad provides expertise in the power and utility, aerospace and defense, and industrials sectors. Most recently, he was responsible for the same duties at Declaration Management & Research, an affiliate of Manulife. Earlier in his career, Brad worked for Summit Investment Partners, with research, trading, and portfolio management responsibilities for high-yield and investment-grade corporate bonds; prior to that, he was with Pacholder Associates as a high-yield credit analyst. Brad holds the Certified Financial Analyst designation. Education: B.S. in Finance, Miami University Joined the company: 2002 Began career: 1992 | ||
| Christopher M. Chapman | Senior Portfolio Manager | 2017 | Now |
| Biography | Chris is co-leader of the company’s global multi sector fixed income strategies, responsible for portfolio management, global sovereign debt, portfolio construction, and currency and risk management. Previously, he was a portfolio manager for global multi sector fixed income and, prior to that, he was a senior investment analyst and trader with the team. Earlier in his career, he worked in several other areas of the firm, including as an investment risk analyst on the quantitative research team. Chris began his career at State Street Bank. He holds the Certified Financial Analyst designation. | ||
| Michael J. Mattioli | Portfolio Manager | 2016 | Now |
| Kisoo Park | Managing Director | 2013 | Now |
| Biography | Kisoo Park is a managing director and portfolio manager on the Global Multi-Sector Fixed Income Team at Manulife Investment Management. He is responsible for portfolio management, global bond research and currency management for the company’s global multi-sector fixed income strategies. Before joing the company, Kisoo was a founding member and COO of hedge fund firm based in Hong Kong. Prior to that, he was the CIO responsible for tactical asset allocation investing in global equities, fixed income, commodities, FX and interest rate asset classes at Prince Asset Management, Hong Kong. | ||
| Thomas C. Goggins | Vice President | 2013 | Now |
| Biography | Thomas C. Goggins is a senior managing director and senior portfolio manager on the Global Multi-Sector Fixed Income Team at Manulife Investment Management. He is responsible for portfolio management, global bond research, security selection and risk management for the company’s global multi-sector fixed income strategies. Prior to joining the company, Tom held positions at Putnam Investments, Transamerica Investments, SAC Capital and Fontana Capital. | ||
| Emory (Sandy) W. Sanders | Senior Managing Director & Senior Portfolio Manager | 2013 | Now |
| Biography | Emory W.(Sandy) Sanders Jr., CFA, is a senior managing director and senior portfolio manager for Manulife Investment Management. He is the co-leader of the Core Value Equity Team, which manages large cap value, large cap core and all cap core strategies. He was most recently a director, portfolio manager and senior equity analyst with the large cap equity research team at Wells Capital Management. He began his career with Evergreen Investments. He is a member of the CFA Society Boston, Inc. and a CFA charterholder. Education:University of Vermont,BS | ||
| Daniel S. Janis | Senior Managing Director | 2013 | 2023 |
| Biography | Daniel S. Janis, III is head of Global Multi-Sector Fixed Income at Manulife Investment Management. He is a senior managing director, senior portfolio manager and the lead portfolio manager for the company’s global multi-sector fixed income strategies, responsible for asset allocation, global bond research and currency management. His areas of expertise include global economics, foreign exchange, derivatives and risk management. Prior to joining the company, Dan was a vice president and proprietary risk manager for BankBoston. | ||
| Duncan Anderson | Portfolio Manager | 2013 | 2019 |
| Biography | Duncan Anderson, CFA, CBV, is a senior managing director and senior portfolio manager for Manulife Asset Management. Duncan is the lead manager for the Value Equity team’s Canadian Focused Equity and Canadian All Cap Equity strategies. | ||
| Walter T. McCormick | - | 2013 | 2016 |
| Biography | Walter T. McCormick, CFA, was a senior managing director and senior portfolio manager for Manulife Asset Management. He is the co-leader of the US Core Value Equity team, which manages large cap value, large cap core and all cap core strategies. Walter focused on the utility and energy sectors. Education: Providence College, BA, 1968; Rutgers University, MBA, 1970 Joined Company: 2010 Began Career: 1970 | ||
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