Charles Bardelis - John Hancock Independent Trustee

HTD Fund  USD 19.66  0.16  0.82%   
Charles Bardelis is Fund Manager at John Hancock Tax
Mr. Charles L. Bardelis is an Independent Trustee of John Hancock Tax Advantaged Dividend Income Fund. He was Director, Island Commuter Corporationration . Trustee, John Hancock retail funds since 2012, He is a Trustee of John Hancock Funds III from 2005 to 2006 and since 2012 .He is a Trustee of John Hancock Variable Insurance Trust since 1988 . He is Trustee of John Hancock Funds II since 2005 .
Age 79
Tenure 12 years
Phone617-663-2430
Webhttps://www.jhinvestments.com/Fund/ManagementCommentary.aspx?ProductType=ClosedEnd&FundID=34700&ClassCode=CE&BackToFundTableType=Price

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.
The company 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.

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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.
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, Independent Chairman of the Board of Trustees
Craig Bromley, Non-Independent Trustee
James Boyle, Independent Trustee
Deborah Jackson, Independent Trustee
Marianne Harrison, Trustee
Peter Burgess, Independent Trustee
Charles Bardelis, Independent Trustee
John Danello, Senior Vice President, Secretary and Chief Legal Officer
Francis Knox, Chief Compliance Officer
Steven Pruchansky, Independent Vice Chairman of the Board of Trustee
Theron Hoffman, Independent 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.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards John Hancock in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, John Hancock's short interest history, or implied volatility extrapolated from John Hancock options trading.

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When running John Hancock's price analysis, check to measure John Hancock's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy John Hancock is operating at the current time. Most of John Hancock's value examination focuses on studying past and present price action to predict the probability of John Hancock's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move John Hancock's price. Additionally, you may evaluate how the addition of John Hancock to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between John Hancock's value and its price as these two are different measures arrived at by different means. Investors typically determine if John Hancock is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, John Hancock's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.