James Oates - John Hancock Chairman of the Board

PDT Etf  USD 13.06  0.02  0.15%   
James Oates is Portfolio Manager at John Hancock Premium
Mr. James M. Oates is Trustee of the company . He is a senior officer and director of investment management companies, Mr. Oates has experience in investment management
Age 74
Tenure 7 years
Phone617-663-2430
Webhttps://www.jhinvestments.com/Fund/Overview.aspx?ProductType=ClosedEnd&FundID=GC03&ClassCode=CE&BackToFundTableType=Price
Oates previously served as chief executive officer of one bank and president and chief operating officer of another bank. He also has experience as a director of publicly traded companies and investment companies not affiliated with the Trust.

James Oates Latest Insider Activity

Tracking and analyzing the buying and selling activities of James Oates against John Hancock etf 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 Efficiency

The company has Return on Asset of 2.44 % which means that on every $100 spent on assets, it made $2.44 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 5.03 %, implying that it generated $5.03 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 Premium has 373.7 M in debt with debt to equity (D/E) ratio of 0.53, which is OK given its current industry classification. John Hancock Premium 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 Premium 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 Fund Executives

Found 3 records

One Year Return

Hassell McClellanJohn Hancock Tax
75
Steven PruchanskyJohn Hancock Tax
76
R ChadwickFlaherty Crumrine Preferred
44
John Hancock Premium Dividend Fund is a closed ended equity mutual fund launched and managed by John Hancock Investment Management LLC. John Hancock is listed under Asset Management in the United States and is traded on New York Stock Exchange exchange. John Hancock Premium [PDT] is traded in USA and was established 1989-12-21.

Management Performance

John Hancock Premium Money Managers

Warren Thomson, Non Independent Trustee
Gregory Russo, Independent Trustee
Frances Rathke, Independent Trustee
Christopher Sechler, Secretary and Chief Legal Officer
William Cunningham, Independent Trustee
James Oates, Chairman of the Board
Craig Bromley, Non-IndependenTrustee
James Boyle, Non Independent Trustee
Deborah Jackson, Independent Trustee
Marianne Harrison, Trustee
Peter Burgess, Independent Director
Charles Bardelis, Independent Director
Francis Knox, Chief Compliance Officer
Steven Pruchansky, Vice Chairman of the Board, Independent Trustee
Theron Hoffman, Independent Director
Charles Rizzo, Chief Financial Officer
Grace Fey, Independent Director
Andrew Arnott, President, Chief Executive Officer, Trustee
Hassell McClellan, Independent Chairman of the Trustee
Trevor Swanberg, Chief Compliance Officer
Salvatore Schiavone, Treasurer

John Etf Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right etf 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.

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked. Macroaxis thematic optimization helps investors identify companies most likely to benefit from changes or shifts in various micro-economic or local macro-level trends. Originating optimal thematic portfolios involves aligning investors' personal views, ideas, and beliefs with their actual investments.
Explore Investing Ideas  

Other Information on Investing in John Etf

John Hancock financial ratios help investors to determine whether John Etf 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.