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John Hancock Funds Ii New Opportunities Fund Class A (JASOX)
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19.71
+0.48
+2.50%
22/08 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 225.3M
JHancock New Opportunities A
19.71
+0.48
+2.50%
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JASOX Overview
On this page you'll find an in-depth profile of John Hancock Funds Ii New Opportunities Fund Class A. Learn about the key management, total assets, investment strategy and contact information of JASOX among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Daniel L. Miller | Partner | 2014 | Now |
| Biography | Dan is a partner of the firm and brings over four decades of investment management experience to GW&K. As director of our equity department, he is responsible for overseeing all aspects of our equity investment teams including portfolio management, research, and trading. He is a member of the firm’s Management, Investment, and ESG Committees. Dan has worked with various companies in the Boston area as an investment and financial consultant. Prior to joining GW&K, he spent 21 years at Putnam Investments in Boston, where he was chief investment officer for the specialty growth group and oversaw a team of twenty and up to $100 billion in assets under management. He was also a portfolio management team member of several small and mid-cap growth funds, the lead manager for the Putnam New Opportunities Fund, and a member of Putnam’s management committee and partners group. He began his career as an analyst at Morgan Stanley. Dan graduated from the University of California, Berkeley with highest honors, and received his MBA from Stanford University Graduate School of Business. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Boston. Dan serves on the board of trustees for The Rashi School in Dedham, Massachusetts, and on the Investment Committee of the Squam Lakes Association. Previously Dan served as a trustee of Hebrew College, where he remains the Chair of the Investment Committee and a member of the Finance Committee. | ||
| Joseph C. Craigen | Research Analyst | 2014 | Now |
| Biography | Joe serves as a portfolio manager for GW&K’s Small Cap and Small/Mid Cap Growth Strategies. He is a partner of the firm and a member of the firm’s Investment Committee. He is also a research analyst focused on our Small Cap Core and Small/Mid Cap Core Strategies. Joe is a seasoned investor with expertise in a number of industries including extensive experience in Information Technology. Prior to joining GW&K in 2008, Joe held research analyst positions at Citizens Funds and Needham & Company, and was a research associate at Tucker Anthony. Joe received an AB in Economics from Harvard College. He has earned the CFA® designation and is a member of the CFA Institute and the CFA Society Boston. | ||
| Justin C. Bennitt | Senior Research Analyst | 2015 | 2019 |
| Biography | Justin rejoined the Firm in April 2013 as an analyst on the Fundamental Equity team. Before rejoining the firm, Justin was a Managing Member of Clarke Bennitt, LLC. (2005-2011). He previously held several roles with Brandywine Global including Midcap Value Equity Portfolio Co-Manager (2004 - 2005); Senior Research Analyst - Small/Smid Product Group (2001 - 2005); Research Analyst - International Value Product Group (1998 - 2001) and Quantitative Analyst - Domestic and International Product Groups (1996 - 1998). Justin earned a B.A. in Economics from Hobart and William Smith Colleges. | ||
| Gregory Manley | Portfolio Manager | 2015 | 2019 |
| Biography | Gregory P. Manley Portfolio Manager Greg is a portfolio manager for the Small Cap Value strategy. Before joining Newton, Greg was a senior portfolio manager and research analyst at Brandywine Global Investment Management, where he managed over $1 billion in assets across micro, small and SMID-cap value strategies, including environmental, social and governance (ESG) mandates. Greg possesses deep expertise in financial modeling, valuation techniques and stock selection and holds a robust track record of alpha generation. Greg earned a BA in Accounting from Penn State University. He holds the CFA1 designation and is a member of the CFA Institute. Joined BNY group of companies: 2025 Joined industry: 1996 | ||
| Joel P. Schneider | Portfolio Manager | 2015 | 2019 |
| Biography | Mr. Schneider is a Senior Portfolio Manager and Vice President of Dimensional Fund Advisors LP. Mr. Schneider holds an MBA from the University of Chicago Booth School of Business, an MS from the University of Minnesota, and a BS from Iowa State University. Mr. Schneider joined Dimensional in 2011, has been a portfolio manager since 2013. | ||
| Jed S. Fogdall | Vice President | 2012 | 2019 |
| Biography | Jed S. Fogdall is a Co-Head of Portfolio Management and Vice President of Dimensional and a member of Dimensional’s Investment Committee. Mr. Fogdall has an MBA from the University of California, Los Angeles and a BS from Purdue University. Mr. Fogdall joined Dimensional as a Portfolio Manager in 2004 and has been responsible for international portfolios since 2010 and domestic portfolios since 2012. | ||
| Joseph H. Chi | Vice President | 2012 | 2019 |
| Biography | Joseph H. Chi, CFA, is a Co-Head of Portfolio Management and Vice President of Dimensional and the Chairman of Dimensional’s Investment Committee. Mr. Chi has an MBA and BS from the University of California, Los Angeles and also a JD from the University of Southern California. Mr. Chi joined Dimensional as a Portfolio Manager in 2005 and has been responsible for international portfolios since 2010 and domestic portfolios since 2012. | ||
| Davis Paddock | Portfolio Manager | 2016 | 2017 |
| Biography | Davis Paddock is a Portfolio Manager for Invesco Small Cap Equity Fund. Mr. Paddock has covered the Industrials and Basic Materials sectors for the Invesco Small Cap Team since 2005. Prior to joining Invesco in 2001, he was an investment banking financial analyst for Merrill Lynch & Co. He also worked for Ocean Energy Inc. as a member of its corporate finance and investor relations department. He entered the industry in 1994. Mr. Paddock earned both his BA degree and MBA from The University of Texas at Austin. He is a CFA charterholder. | ||
| Juan R. Hartsfield | Portfolio Manager | 2008 | 2017 |
| Biography | Juan Hartsfield is a portfolio manager for Invesco small-cap core and small-cap growth products, as well as the Invesco leisure products. Prior to joining Invesco in 2004, Mr. Hartsfield was a portfolio manager with JPMorgan Fleming Asset Mgmt. on various small-cap portfolios. Prior to joining JPMorgan, Mr. Hartsfield served as an associate with Booz Allen & Hamilton. Mr. Hartsfield earned a Bachelor of Science degree in petroleum engineering from The University of Texas at Austin and a Master of Business Administration degree from the University of Michigan. He is a CFA charterholder. | ||
| Juliet S. Ellis | Managing Director | 2008 | 2017 |
| Biography | Juliet Ellis is CIO of Invesco’s US Growth Equities team. Ms. Ellis joined Invesco in 2004. Ms. Ellis began her career in 1981 as a financial consultant with Merrill Lynch. She joined JPMorgan in 1987 as a senior equity analyst, where she served as assistant portfolio manager and director of equity research before being promoted to senior portfolio manager in 1993 and managing director in 2000. Ms. Ellis graduated from Indiana University with a Bachelor of Arts degree in economics and political science. She is a CFA charterholder. | ||
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