Trevor Swanberg - John Hancock Chief Compliance Officer
| BTO Fund | USD 37.63 0.11 0.29% |
| Age | 41 |
| Tenure | 4 years |
| Phone | 617-663-2430 |
| Web | https://www.jhfunds.com/Fund/Overview.aspx?ProductType=ClosedEnd&FundID=GC09&ClassCode=CE&BackToFundTableType=Price |
Trevor Swanberg Latest Insider Activity
Tracking and analyzing the buying and selling activities of Trevor Swanberg against John Hancock fund is an integral part of due diligence when investing in John Hancock. Trevor Swanberg 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.
Trevor Swanberg over three months ago Insider Trading |
John Hancock Management Performance (%)
The company has Return on Asset of 0.9 % which means that on every $100 spent on assets, it made $0.9 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of (7.97) %, meaning that it generated no profit with money invested by stockholders. 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.Management Performance
| Return On Equity | -7.97 | ||||
| Return On Asset | 0.9 |
John Hancock Financial 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, Chief Legal Officer | ||
| William Cunningham, Independent Trustee | ||
| James Oates, Independent Chairman of the Board of Trustees | ||
| James Boyle, Non Independent Trustee | ||
| Deborah Jackson, Independent Trustee | ||
| Marianne Harrison, Trustee | ||
| Peter Burgess, Independent Trustee | ||
| Charles Bardelis, Independent Trustee | ||
| Francis Knox, Chief Compliance Officer | ||
| Steven Pruchansky, Independent Vice Chairman of the Board of Trustees | ||
| Theron Hoffman, Independent Trustee | ||
| Charles Rizzo, Chief Financial Officer | ||
| Grace Fey, Independent Trustee | ||
| Andrew Arnott, Executive Vice President | ||
| 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.
| Return On Equity | -7.97 | ||||
| Return On Asset | 0.9 | ||||
| Profit Margin | (238.16) % | ||||
| Operating Margin | 51.42 % | ||||
| Current Valuation | 808.68 M | ||||
| Shares Outstanding | 19.17 M | ||||
| Shares Owned By Insiders | 0.04 % | ||||
| Shares Owned By Institutions | 20.80 % | ||||
| Number Of Shares Shorted | 12.55 K | ||||
| Price To Earning | 2.71 X |
Pair Trading with John Hancock
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if John Hancock position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in John Hancock will appreciate offsetting losses from the drop in the long position's value.Moving together with John Fund
Moving against John Fund
The ability to find closely correlated positions to John Hancock could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace John Hancock when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back John Hancock - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling John Hancock Financial to buy it.
The correlation of John Hancock is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as John Hancock moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if John Hancock Financial moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for John Hancock can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Other Information on Investing in John Fund
John Hancock financial ratios help investors to determine whether John Fund 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.
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