Charles Bardelis - John Hancock Independent Trustee
HTD Fund | USD 19.66 0.16 0.82% |
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 |
Phone | 617-663-2430 |
Web | https://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.Similar Money Managers
Showing other executives | One Year Return | ||
Richard Rantzow | Liberty All Star | 80 | |
Thomas Harter | Virtus Dividend Interest | 45 | |
Melanie Zimdars | Liberty All Star | 42 | |
John Benning | Liberty All Star | 81 | |
Paul Audet | Blackrock Enhanced Capital | 61 | |
Jerrold Harris | Blackrock Enhanced Capital | 76 | |
James MacLeod | Virtus Dividend Interest | 73 | |
Helen Peters | Eaton Vance Tax | 73 | |
Paul ONeil | Eaton Vance Tax | 63 | |
Alex Marks | Liberty All Star | 41 | |
Alex Marks | Liberty All Star | 41 | |
Melanie Zimdars | Liberty All Star | 42 | |
James Jacobson | Virtus Dividend Interest | 75 | |
John Neuhauser | Liberty All Star | 77 | |
Richard Cochran | Virtus Dividend Interest | 59 | |
Frank Maresca | Cornerstone Strategic Value | 57 | |
Heather Hasson | India Closed | 38 | |
George Gaspari | Liberty All Star | 80 | |
Frank Maresca | Cornerstone Strategic Return | 59 | |
Orhan Dzemaili | Virtus Dividend Interest | 46 | |
Carl Kester | Blackrock Enhanced Capital | 67 |
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.
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.
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 |
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.
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in John Hancock Tax. Also, note that the market value of any fund could be tightly coupled with the direction of predictive economic indicators such as signals in estimate. You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.
Complementary Tools for John Fund analysis
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.
FinTech Suite Use AI to screen and filter profitable investment opportunities | |
Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
Share Portfolio Track or share privately all of your investments from the convenience of any device | |
Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |