JOHN HANCOCK ANNOUNCES PORTFOLIO MANAGER CHANGE FOR HEDGED EQUITY & INCOME FUND
John Hancock Investment Management has announced a change in the portfolio management team for the John Hancock Hedged Equity & Income Fund (NYSE: HEQ). Effective July 30, 2024, Gregg Thomas, CFA, Co-Head of Investment Strategy at Wellington Management, will no longer serve as a portfolio manager for HEQ. Roberto Isch, CFA, Senior Managing Director at Wellington Management, will continue as the sole portfolio manager for the fund.
Mr. Isch has been involved in managing HEQ since 2012 and was officially named a portfolio manager in February 2019. The fund is advised by John Hancock Investment Management and subadvised by Wellington Management Company, LLP.
John Hancock Investment Management ha annunciato un cambiamento nel team di gestione del portafoglio per il John Hancock Hedged Equity & Income Fund (NYSE: HEQ). A partire dal 30 luglio 2024, Gregg Thomas, CFA, Co-Responsabile della Strategia di Investimento presso Wellington Management, non sarà più il gestore del portafoglio per HEQ. Roberto Isch, CFA, Direttore Generale Senior di Wellington Management, continuerà come unico gestore del portafoglio per il fondo.
Il signor Isch è coinvolto nella gestione di HEQ dal 2012 ed è stato ufficialmente nominato gestore del portafoglio nel febbraio 2019. Il fondo è consigliato da John Hancock Investment Management e sub-consigliato da Wellington Management Company, LLP.
John Hancock Investment Management ha anunciado un cambio en el equipo de gestión de carteras del John Hancock Hedged Equity & Income Fund (NYSE: HEQ). A partir del 30 de julio de 2024, Gregg Thomas, CFA, Codirector de Estrategia de Inversión en Wellington Management, ya no será el gestor de la cartera de HEQ. Roberto Isch, CFA, Director General Senior en Wellington Management, continuará como el único gestor de la cartera del fondo.
El Sr. Isch ha estado involucrado en la gestión de HEQ desde 2012 y fue nombrado oficialmente gestor de la cartera en febrero de 2019. El fondo es asesorado por John Hancock Investment Management y subasesorado por Wellington Management Company, LLP.
존행콕 투자 관리는 존행콕 헤징 주식 및 소득 기금 (NYSE: HEQ)의 포트폴리오 관리 팀 변화에 대해 발표했습니다. 2024년 7월 30일부로 웰링턴 매니지먼트의 투자 전략 부문 공동 책임자인 Gregg Thomas, CFA가 HEQ의 포트폴리오 매니저로 더 이상 재직하지 않게 됩니다. 로베르토 이쉬, CFA는 웰링턴 매니지먼트의 수석 전무 이사로서, 해당 기금의 유일한 포트폴리오 매니저로 계속 활동할 것입니다.
이쉬 씨는 2012년 이후 HEQ의 관리에 참여해 왔으며 2019년 2월에 공식적으로 포트폴리오 매니저로 임명되었습니다. 이 기금은 존행콕 투자 관리에 의해 자문을 받고, 웰링턴 매니지먼트 회사, LLP에 의해 보조 자문을 받습니다.
John Hancock Investment Management a annoncé un changement dans l'équipe de gestion de portefeuille du John Hancock Hedged Equity & Income Fund (NYSE: HEQ). À compter du 30 juillet 2024, Gregg Thomas, CFA, Co-Responsable de la Stratégie d'Investissement chez Wellington Management, ne sera plus le gestionnaire de portefeuille de HEQ. Roberto Isch, CFA, Directeur Général Senior chez Wellington Management, continuera en tant que seul gestionnaire de portefeuille pour le fonds.
M. Isch est impliqué dans la gestion de HEQ depuis 2012 et a été officiellement nommé gestionnaire de portefeuille en février 2019. Le fonds est conseillé par John Hancock Investment Management et sous-conseillé par Wellington Management Company, LLP.
John Hancock Investment Management hat eine Änderung im Portfoliomanagement-Team des John Hancock Hedged Equity & Income Fund (NYSE: HEQ) bekannt gegeben. Ab dem 30. Juli 2024 wird Gregg Thomas, CFA, Co-Leiter der Investmentstrategie bei Wellington Management, nicht mehr als Portfoliomanager für HEQ tätig sein. Roberto Isch, CFA, Senior Managing Director bei Wellington Management, wird weiterhin der alleinige Portfoliomanager des Fonds sein.
Herr Isch ist seit 2012 an der Verwaltung von HEQ beteiligt und wurde im Februar 2019 offiziell zum Portfoliomanager ernannt. Der Fonds wird von John Hancock Investment Management beraten und von Wellington Management Company, LLP unter Beratung.
- Continuity in management with Roberto Isch remaining as portfolio manager
- Roberto Isch has long-term experience with the fund, managing it since 2012
- Loss of Gregg Thomas as co-portfolio manager may impact fund management strategy
Effective July 30, 2024, Gregg Thomas, CFA, Co-Head of Investment Strategy, Wellington Management will no longer serve as a portfolio manager on HEQ. Roberto Isch, CFA, Senior Managing Director, Wellington Management, will continue to serve as portfolio manager on the Fund. Mr. Isch has been involved in the management of HEQ since 2012 and was named a portfolio manager in February 2019.
Statements in this press release that are not historical facts are forward-looking statements as defined by
An investor should consider a Fund's investment objectives, risks, charges and expenses carefully before investing. Investing involves risks, including the potential loss of principal.
About John Hancock Investment Management
A company of Manulife Investment Management, we serve investors through a unique multimanager approach, complementing our extensive in-house capabilities with an unrivaled network of specialized asset managers, backed by some of the most rigorous investment oversight in the industry. The result is a diverse lineup of time-tested investments from a premier asset manager with a heritage of financial stewardship.
About Manulife Investment Management
Manulife Investment Management is the global brand for the global wealth and asset management segment of Manulife Financial Corporation. We draw on more than a century of financial stewardship and the full resources of our parent company to serve individuals, institutions, and retirement plan members worldwide. Headquartered in
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SOURCE John Hancock Investment Management
FAQ
What changes were announced for the John Hancock Hedged Equity & Income Fund (HEQ)?
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How long has Roberto Isch been involved with managing the HEQ fund?
When does the portfolio manager change for HEQ take effect?
