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Release 2013 03_26_manulife_am_small cap_final
1. NEWS RELEASE
CONTACT: BETH MCGOLDRICK
For Release: Upon Receipt 617-663-4751
beth_mcgoldrick@manulifeam.com
2. NEWS RELEASE
Manulife Asset Management Adds New U.S. Small Cap
Equity Team
• Expands equity capabilities with veteran team managing Small Cap
Value and Small Cap Core Strategies
• Follows series of acquisitions adding Global Core Equity,
International Value, U.S. Core/Value, U.S. Large Cap Growth, and
Canadian Core Equity managers over the past two years
BOSTON (March 26, 2013) – Manulife Asset Management has expanded its global equity capabilities
with the creation of a new U.S. Small Cap equity team that moved to the firm from UBS Global Asset
Management. Bill Talbot, CFA, Senior Managing Director and Senior Portfolio Manager, leads the
team, which also includes Joseph Nowinski, Managing Director and Portfolio Manager; Travis
Schaftenaar, CFA, CPA, Director and Senior Investment Analyst; and Vikram Kaura, Director and
Senior Investment Analyst. The team reports to Christopher Conkey, Global Chief Investment Officer of
Manulife Asset Management, and is based in Chicago, Illinois.
“Bill and the new team bring to Manulife Asset Management an established track record of
outperformance in the small cap equity space,” said Mr. Conkey. “Adding their considerable investment
management strengths represents a significant step forward in expanding our U.S. small cap equity
capabilities. We believe their fundamentally-oriented investment process and diligent risk management
practices is a strong cultural fit with Manulife Asset Management’s growing equity strategy lineup.”
The new small cap team employs a disciplined bottom-up fundamental research approach, based on
the belief that investing in small cap stocks with cash flow and earnings growth visibility, attractive
valuations and manageable risk over the long-term will result in outperformance. The approach has led
to proven results. In the Q4 2012 published rankings by eVestment, their US Small Cap Value strategy
ranked in the first or second quartile for the one, three and five years ending December 31, 2012.
Similarly, their US Small Cap Core Equity strategy ranked either first or second quartile for the one,
three, five and seven years ending December 31, 2012.
Mr. Talbot, a 24-year industry veteran, joins Manulife Asset Management from UBS where since 1997
he focused exclusively on US small cap investing. His responsibilities included fundamental and
industry-level research for consumer discretionary and utilities. Prior to UBS, he invested in private debt
and equity for the Travelers Companies. There he financed expansion, buyouts, recapitalizations, and
spin-offs. He initiated some of Travelers’ earliest non-US investments and represented the company on
two private equity fund advisory boards. Mr. Talbot is a graduate of Trinity College, and obtained a
MBA from the Tuck School at Dartmouth College.
Mr. Nowinski also joins from UBS where he was Co-Portfolio Manager of the U.S. Small Cap Value
Portfolio. His responsibilities included portfolio construction and maintaining the integrity of the research
process for the small cap equity team. He focused exclusively on U.S. small cap investing where his
responsibilities included fundamental and industry-level research for energy, materials and industrials.
Prior to joining UBS in 2005, Mr. Nowinski spent six years with Citigroup Global Asset Management as