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Hedged Equity & Income Fund (HEQ)

Hedged Equity & Income Management Team

The Fund is managed by a team of portfolio managers at Wellington Management Company, LLP, the Fund's subadvisor, under the supervision of John Hancock Advisers, Inc. The Fund's management team includes Kent M. Stahl, CFA and Gregg R. Thomas, CFA.

Kent M. Stahl, CFA

Kent M. Stahl, CFA
Biography

Kent M. Stahl, CFA, is Senior Vice President and Director of Investments and Risk Management of Wellington Management, and has served as Portfolio Manager of the Fund since its inception. As director of Investments and Risk Management, Kent focuses on investment trends and major risks across Wellington's equity, asset allocation, and fixed income products, platforms, and clients. He is also actively involved in their portfolio oversight processes and serves on a number of internal review committees. Among these, he is the chairman of Wellington's Portfolio Management Review Group and Quantitative Portfolio Review Group, and the vice chair of the Risk Management Committee. He also serves as a strategic investment advisor for certain Wellington clients that desire an on-going investment dialogue, and as a broad investment representative for prospects and consultants. In addition, Kent is the portfolio manager on certain multi-manager solutions offered by Wellington, including the Global Equities and US Alpha strategies. Previously, Kent served as the director of Equity Product Management.

Prior to joining Wellington Management in 1998, Kent led the corporate finance and pension investment areas within NCR Corporation (1990 - 1998). Previously, he worked as an asset/liability specialist for Salomon Brothers (1987 - 1990) and in institutional sales for Goldman, Sachs (1985 - 1986).

Education

MBA, University of Chicago
BSBA, summa cum laude, The Ohio State University

Experience

Joined firm in 1998
Began business career in 1985

Gregg R. Thomas, CFA

Gregg R. Thomas, CFA
Biography

Gregg R. Thomas, CFA, is Vice President and Director of Risk Management of Wellington Management, and has been involved in portfolio management and securities analysis for the Fund since its inception. As director of Risk Management, Gregg focuses on investment trends and major risks across Wellington's equity, asset allocation, and fixed income products, platforms, and clients. He is also actively involved in Wellington's portfolio oversight processes and completes style, performance attribution, correlation, risk, and capacity analysis across the firm's portfolios. In addition, Gregg is an analyst on certain multi-manager solutions offered by Wellington including the Global Equities and US Alpha strategies.

Gregg was an assistant equity product manager at Wellington Management (2004 - 2006), and a systems analyst supporting Equity Portfolio Management (2001 - 2004). Prior to rejoining the firm in 2001, Gregg worked as a senior business analyst at Zurich Scudder Investments (2001), as a business analyst and data analyst in Wellington Management's Information Services (1997 - 2001), and in various positions at IDD Information Services (1993 - 1997).

Education

BS, University of Rhode Island

Experience

Joined firm in 2001
Began business career in 1993

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