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U.S. Equity Fund (JHUAX)

U.S. Equity Fund management team

The fund is managed by a team of portfolio managers at GMO, LLC, the fund’s subadvisor, under the supervision of John Hancock Advisers, LLC. GMO is a world-class firm revered for its value-based investment philosophy and disciplined quantitative processes. The fund's management team includes David Cowan, Ph.D., Neil Constable, Ph.D., Chris Fortson, Ben Inker, CFA, and Sam Wilderman, CFA.

David Cowan, Ph.D.

David Cowan, Ph.D.
Biography

David is co-head of the Global Equity Team at GMO. This team includes more than 30 investment professionals with expertise in fundamental and quantitative equity analysis, research, trading, and portfolio management. He co-manages John Hancock International Core Fund and John Hancock U.S. Equity Fund. Prior to joining GMO in 2006, he worked as a financial analyst and software developer for Nantahala Capital Management.

Education

B.A., Williams College
M.A., University of Chicago
Ph.D., Tufts University

Experience

On the fund since 2009
Investing since 2004

Neil Constable, Ph.D.

Neil Constable, Ph.D.
Biography

Neil is the head of quantitative research for the Global Equity Team at GMO. Prior to joining GMO in 2006, he was a quantitative researcher for State Street Global Markets and a postdoctoral fellow at MIT.

Education

B.Sc., University of Calgary
M.A., Cambridge University
Ph.D., McGill University

Experience

On the fund since 2015
Investing since 2003

Chris Fortson

Chris Fortson
Biography

Chris is the head of fundamental research for the Global Equity Team at GMO. Prior to joining GMO in 2009, he was an associate for Sankaty Advisors.

Education

B.A., Yale University

Experience

On the fund since 2015
Investing since 2006

Ben Inker, CFA

Ben Inker, CFA
Biography

Ben is co-head of GMO’s Asset Allocation Team and a member of the GMO Board of Directors. Since joining the firm in 1992, he has served as an analyst for the Quantitative Equity and Asset Allocation Teams, as a portfolio manager of several equity and asset allocation portfolios, as co-head of international quantitative equities, and as chief investment officer of quantitative developed equities.

Education

B.A., Yale University

Experience

On the fund since 2014
Investing since 1992

Sam Wilderman, CFA

Sam Wilderman, CFA
Biography

Sam is co-head of GMO’s Asset Allocation Team. Previously, he was co-head of GMO’s Global Equity Team and lead manager for U.S. quantitative portfolios. Prior to 2005, he was involved in research and portfolio management for the Emerging Markets Equity Team. He joined GMO in 1996.

Education

B.A., Yale University

Experience

On the fund since 2014 
Investing since 1996

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