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U.S. All-Cap Core Equity Strategy

The strategy seeks long-term capital growth through investments in U.S. companies that have sustainable competitive advantages and the ability to generate significant cash flow. The strategy has the flexibility to invest in all market capitalizations and across the growth and value spectrum.

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Philosophy

The team believes companies delivering positive compounding cash flow growth should outperform over time. The team models attractive businesses across multiple fundamental scenarios 5 to 15 years into the future, a level of analysis they believe offers an investment horizon advantage. The strategy is style-agnostic, seeks to have high active share, and pursues capital appreciation.

 

Documents

Managed by

Emory W. (Sandy) Sanders, Jr., CFA

Senior Portfolio Manager, U.S. Core Value Equity

Sandy is a senior managing director and senior portfolio manager for Manulife Investment Management, leading the U.S. 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. Sandy hold the Chartered Financial Analyst designation, and is a member of the CFA Society Boston.

  • Education: B.S., University of Vermont
  • Joined the company: 2010
  • Began career: 1997
Emory W. (Sandy) Sanders, Jr., CFA

Jonathan T. White, CFA

Senior Portfolio Manager, U.S. Core Value Equity

Jonathan is a senior managing director and senior portfolio manager for Manulife Investment Management, as well as a co-portfolio manager of the U.S. large-cap core and all-cap core strategies, and is the lead manager of the global focus strategy. He’s also a co-leader of the core value equity team, which manages large-cap value, large-cap core, and all-cap core strategies. Jonathan is focused on the consumer discretionary and consumer staples sectors. Before joining the firm in 2011, he was a senior analyst at Wells Capital Management, a senior analyst at Evergreen Investments, and an assistant vice president for Standish, Ayer & Wood. Earlier in his career, he held positions at Morgan Stanley and Smith Barney. Jonathan holds the Chartered Financial Analyst designation and is a member of the CFA Institute.

  • Education: B.A. in Economics, Bates College; M.B.A., Dartmouth College, Tuck School of Business
  • Joined the company: 2011
  • Began career: 1997

 

Jonathan T. White, CFA

Vehicles

At Manulife Investment Management, we offer investment strategies through a variety of vehicles to suit a broad range of client needs. Contact our institutional sales or consultant relations team to find out if this strategy/vehicle is offered in your region. 

Separate accounts

Our separate accounts and separately managed accounts (SMAs) are designed for institutions and high-net-worth clients seeking tailored investment solutions and direct ownership of securities. 

CITs

Our professionally managed collective investment trusts (CITs) are available in certain qualified retirement plans.

Mutual funds

Mutual funds are liquid, professionally managed portfolios which are available to both institutional and retail investors.

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Related

Large-cap equities—a veteran portfolio manager’s 7-step process 

In this video, Emory W. (Sandy) Sanders, Jr., CFA, senior portfolio manager with Manulife Investment Management, describes his team's equity investment process.

Watch the video

September 24, 2021

What does healthy consumer spending mean for the U.S. economic recovery?

Emory W. (Sandy) Sanders, Jr., CFA

Emory W. (Sandy) Sanders, Jr., CFA,  Senior Portfolio Manager, U.S. Core Value Equity Manulife Investment Management

While there are countless factors that affect the equity markets and the economy as a whole, it’s undeniable that the U.S. consumer is one of the largest. We believe that the strength of the U.S. consumer will continue to power the economy and the markets forward.
Read more

May 27, 2021

Seeking value without the traps

Nicholas P. Renart

Nicholas P. Renart,  Portfolio Manager Manulife Investment Management

Emory W. (Sandy) Sanders, Jr., CFA

Emory W. (Sandy) Sanders, Jr., CFA,  Senior Portfolio Manager, U.S. Core Value Equity Manulife Investment Management

Value investing is never as easy as finding the lowest valuation stocks. We explore why valuation metrics must be supplemented by a focus on quality and free cash flow.
Read more

February 16, 2022

U.S. banks’ three-stage pandemic recovery remains on track

Ryan P. Lentell, CFA

Ryan P. Lentell, CFA,  Portfolio Manager, Capital Appreciation Manulife Investment Management

Susan A. Curry

Susan A. Curry,  Senior Portfolio Manager, Capital Appreciation Manulife Investment Management

The latest quarterly earnings reports from U.S. regional banks confirm the favorable investment outlook as the industry looks ahead to rising interest rates.
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Important information

The material contains information regarding the investment approach described herein and is not a complete description of the investment objectives, risks, policies, guidelines or portfolio management and research that supports this investment approach. Any decision to engage Manulife Investment Management should be based upon a review of the terms of the prospectus, offering documents or investment management agreement, as applicable, and the specific investment objectives, policies and guidelines that apply under the terms of such agreement. There is no guarantee investment objectives will be met. The investment process may change over time. The characteristics set forth above are intended as a general illustration of some of the criteria the strategy team considers in selecting securities for client portfolios. Client portfolios are managed according to mutually agreed upon investment guidelines.

This information has been provided by Manulife Investment Management. All material is compiled from sources believed to be reliable and correct but accuracy cannot be guaranteed. This is not to be construed as an offer to buy or sell any financial instrument nor does it constitute an offer or invitation to invest in any fund managed by Manulife Investment Management and has not been prepared in connection with any such offer. This information does not constitute, and should not be construed as, investment advice or recommendations with respect to the securities and sectors listed.

References to securities, transactions or holdings should not be considered a recommendation to purchase or sell a particular security and there is no assurance that, as of the date of publication, the securities remain in the portfolio. Additionally, it is noted that the securities or transactions referenced do not represent all of the securities purchased, sold or recommended during the period referenced and there is no guarantee as to the future profitability of the securities identified and discussed herein.

The indices cited are widely accepted benchmarks for investment performance within their relevant regions, sectors or asset classes, and represent non managed investment portfolio.