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The Fund seeks to provide a combination of income and capital appreciation by investing primarily in a diversified portfolio of dividend paying equity securities and fixed income securities.
Name | Title | Since | Until |
---|---|---|---|
Charles Tomes | Associate Portfolio Manager | 2024 | Now |
Biography | Charles C. Tomes is a director and associate portfolio manager on the Global Multi-Sector Fixed Income Team at Manulife Investment Management. He is responsible for portfolio management, global bond and currency research, asset allocation and risk management for the company’s global multi-sector fixed income strategies. Prior to this position, Charles was a senior investment analyst and trader with the Global Multi-Sector Fixed Income Team. Previously, Charles worked at John Hancock and he started his career at Morgan Stanley. | ||
Bradley Lutz | Portfolio Manager | 2022 | Now |
Biography | Brad is a managing director and portfolio manager on the preferred income team at Manulife Investment Management; he’s also a senior investment analyst, supporting the company’s fixed-income strategies. Brad provides expertise in the power and utility, aerospace and defense, and industrials sectors. Most recently, he was responsible for the same duties at Declaration Management & Research, an affiliate of Manulife. Earlier in his career, Brad worked for Summit Investment Partners, with research, trading, and portfolio management responsibilities for high-yield and investment-grade corporate bonds; prior to that, he was with Pacholder Associates as a high-yield credit analyst. Brad holds the Certified Financial Analyst designation. Education: B.S. in Finance, Miami University Joined the company: 2002 Began career: 1992 | ||
Christopher M. Chapman | Senior Portfolio Manager | 2017 | Now |
Biography | Chris is leader of the company’s global multi-sector fixed-income strategies, responsible for portfolio management, global sovereign debt, portfolio construction, and currency and risk management. Previously, he was a portfolio manager for global multi-sector fixed-income and, prior to that, he was a senior investment analyst and trader with the team. Earlier in his career, he worked in several other areas of the firm, including as an investment risk analyst on the quantitative research team. Chris began his career at State Street Bank. | ||
Michael J. Mattioli | Portfolio Manager | 2016 | Now |
Emory (Sandy) W. Sanders | Senior Managing Director & Senior Portfolio Manager | 2012 | Now |
Biography | Emory W. (Sandy) Sanders, Jr., CFA, is a senior managing director and senior portfolio manager for Manulife Investment Management. He is the leader of the US Core Value Equity Team, which manages large cap value, large cap core and all cap core strategies. He was most recently a director, portfolio manager and senior equity analyst with the large cap equity research team at Wells Capital Management. He began his career with Evergreen Investments. He is a member of the CFA Society Boston, Inc. and a CFA charterholder. | ||
Kisoo Park | Managing Director | 2012 | Now |
Biography | Kisoo is responsible for portfolio management, global bond research, and currency management for the company’s global multi-sector fixed-income strategies. He joined the firm from a hedge fund firm based in Hong Kong, where he was a founding member and COO. Prior to that, he was the CIO, responsible for tactical asset allocation investing in global equities, fixed-income, commodities, foreign exchange, and interest-rate asset classes at Prince Asset Management, Hong Kong. | ||
Thomas C. Goggins | Vice President | 2012 | Now |
Biography | Tom is responsible for portfolio management, global bond research, security selection, and risk management for the company’s global multi-sector fixed-income strategies. Prior to joining the company, Tom held positions at Putnam Investments, Transamerica Investments, SAC Capital, and Fontana Capital. | ||
Daniel S. Janis | Senior Managing Director | 2012 | 2023 |
Biography | Dan is co-founder of Agile Investment Management and is the key decision-maker for the company’s investment strategies. Dan has held senior investment positions for much of his 35-year career. Prior to Agile Investment Management, he worked at John Hancock/Manulife Asset Management (1999–2023), where he was the Head of Global Multi-Sector Fixed Income, Senior Portfolio Manager and Lead Portfolio Manager for the company’s global multi-sector fixed-income strategies. In this capacity, he created and built the portfolio strategies and platform over a 24-year period. | ||
Dennis F. McCafferty | Managing Director, Portfolio Manager | 2012 | 2020 |
Biography | Dennis F. McCafferty, CFA, is a managing director and portfolio manager at Manulife Investment Management, working on the company’s High Yield Fixed Income, Floating Rate and Special Opportunities Equity Strategies. He has expertise investing across capital structures with a fundamental valuation approach. He also focuses on distressed credit opportunities for the firm. Education: The College of New Jersey, BS in Finance, 1995; Villanova University, MBA, 1999. Joined Company: 2008 Began Career: 1995 | ||
Walter T. McCormick | - | 2012 | 2016 |
Biography | Walter T. McCormick, CFA, was a senior managing director and senior portfolio manager for Manulife Asset Management. He is the co-leader of the US Core Value Equity team, which manages large cap value, large cap core and all cap core strategies. Walter focused on the utility and energy sectors. Education: Providence College, BA, 1968; Rutgers University, MBA, 1970 Joined Company: 2010 Began Career: 1970 |
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