James Oates - John Hancock Independent Chairman of the Trustee

HTY Fund  USD 5.24  0.02  0.38%   
James Oates is Fund Manager at John Hancock Tax Advantaged
Mr. James M. Oates serves as Trustee of the Company. He was Independent Chairman of the Trustee of John Hancock TaxAdvantaged Global Shareholder Yield Fund since 2012. He is a senior officer and director of investment management companies, Mr. Oates has experience in investment management
Age 74
Tenure 7 years
Phone(44) 1293 531715
Webwww.hellermanntyton.com
Oates previously served as chief executive officer of two banks. He also has experience as a director of publicly traded companies and investment companies not affiliated with the funds.

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.

John Hancock Management Performance (%)

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.

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John Hancock Investments - John Hancock Tax-Advantaged Global Shareholder Yield Fund is a closed ended equity mutual fund launched and managed by John Hancock Investment Management LLC. John Hancock Investments - John Hancock Tax-Advantaged Global Shareholder Yield Fund was formed on September 26, 2007 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-adv 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
Hugh McHaffie, President CEO
Gregory Russo, Independent Trustee
Frances Rathke, Independent Trustee
Christopher Sechler, Secretary, Chief Legal Officer
William Cunningham, Independent Trustee
James Oates, Independent Chairman of the Trustee
Craig Bromley, Non-Independent Trustees
James Boyle, Non-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
Thomas Kinzler, Secretary, Chief Legal Officer
Steven Pruchansky, Independent Vice Chairman of the Board of Trustees
Theron Hoffman, Independent Trustee
Charles Rizzo, Chief Financial Officer
Andrew Arnott, President, Chief Executive Officer, Trustee
Grace Fey, Independent Trustee
Hassell McClellan, Independent Chairman of the Board of Trustees
Trevor Swanberg, Chief Compliance Officer
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.

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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.