Joe Bozoyan

Portfolio Manager-Equities at

Manulife Investment Management (US) LLC

Finance

Consumer Services

Profile

Mr. Joseph H.
Bozoyan, CFA MBA, is a Portfolio Manager at Manulife Investment Management (US) LLC.
Previously, he was a portfolio manager on the firm’s preferred income team and, prior to that, a senior investment analyst on the company’s intrinsic value team, providing dedicated research for all strategies managed by that team.
Prior to joining the company, he was a senior equity analyst at Ironwood Investment Management on small-, SMID, and all-cap portfolios; earlier in his career, he was an equity analyst at companies such as Evergreen Investments, RCM, and Sun Life.
Mr. Bozoyan holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston.

Joe Bozoyan active positions

Companies	Position	Start
Manulife Investment Management (US) LLC Manulife Investment Management (US) LLC Investment ManagersFinance Manulife IM-US utilizes a broad range of equity, fixed income, currency and asset allocation approaches. They manage differentiated investment processes and place an emphasis on proprietary fundamental research but may also employ quantitative analysis. The firm’s equity investment research combines quantitative and qualitative bottom-up fundamental analysis. Their fixed income management teams engage in intensive fundamental research and analysis, both top-down and bottom-up, to assess potential investment opportunities.	Portfolio Manager-Equities	31/12/2010

All active positions of Joe Bozoyan

Former positions of Joe Bozoyan

Companies	Position	End
Ironwood Investment Management LLC Ironwood Investment Management LLC Investment ManagersFinance Ironwood applies a fundamental, bottom-up approach in all their investment strategies. The firm primarily invests in companies which they believe are selling at a substantial discount to potential future value and only make an investment after doing their own careful research. They invest in companies across a range of market capitalizations including small and micro-cap companies.	Analyst-Equity	30/12/2010
Sun Life Financial (U.S.) Reinsurance Co.	Corporate Officer/Principal	-
Evergreen Investments, Inc.	Corporate Officer/Principal	-
RCM Capital Management LLC RCM Capital Management LLC Investment ManagersFinance RCM Capital Management offers investment strategies that cover all market-caps and investment styles. The firm offers investment products that vary widely from regional and global strategies to multi-asset and structured products. They have particular expertise in: (1) regional/country equity strategies (2) global equity strategies (3) emerging markets equity strategies (4) thematic and sector strategies (5) alpha extension strategies (6) multi-asset absolute return strategies and (7) structured products. RCM's investment philosophy is based on proprietary sector-based fundamental research. Though not limited by sector, RCM tends to invest in the stocks of companies in the electronic technology, technology services and health technology sectors. The firm invests globally, across all market-caps. RCM maintains a medium turnover rate.	Analyst-Equity	-
J. L. Kaplan Associates LLC J. L. Kaplan Associates LLC Investment ManagersFinance Kaplan invests in small- and mid-cap companies management views as high quality that are reasonably easy to understand, have favorable long-term prospects, are managed by competent individuals with integrity and are available at a price that represents a discount from its intrinsic value.	Analyst-Equity	29/06/2009

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Linked companies

Private companies	8
RCM Capital Management LLC RCM Capital Management LLC Investment ManagersFinance RCM Capital Management offers investment strategies that cover all market-caps and investment styles. The firm offers investment products that vary widely from regional and global strategies to multi-asset and structured products. They have particular expertise in: (1) regional/country equity strategies (2) global equity strategies (3) emerging markets equity strategies (4) thematic and sector strategies (5) alpha extension strategies (6) multi-asset absolute return strategies and (7) structured products. RCM's investment philosophy is based on proprietary sector-based fundamental research. Though not limited by sector, RCM tends to invest in the stocks of companies in the electronic technology, technology services and health technology sectors. The firm invests globally, across all market-caps. RCM maintains a medium turnover rate.	Finance
Manulife Investment Management (US) LLC Manulife Investment Management (US) LLC Investment ManagersFinance Manulife IM-US utilizes a broad range of equity, fixed income, currency and asset allocation approaches. They manage differentiated investment processes and place an emphasis on proprietary fundamental research but may also employ quantitative analysis. The firm’s equity investment research combines quantitative and qualitative bottom-up fundamental analysis. Their fixed income management teams engage in intensive fundamental research and analysis, both top-down and bottom-up, to assess potential investment opportunities.	Finance
J. L. Kaplan Associates LLC J. L. Kaplan Associates LLC Investment ManagersFinance Kaplan invests in small- and mid-cap companies management views as high quality that are reasonably easy to understand, have favorable long-term prospects, are managed by competent individuals with integrity and are available at a price that represents a discount from its intrinsic value.	Finance
Ironwood Investment Management LLC Ironwood Investment Management LLC Investment ManagersFinance Ironwood applies a fundamental, bottom-up approach in all their investment strategies. The firm primarily invests in companies which they believe are selling at a substantial discount to potential future value and only make an investment after doing their own careful research. They invest in companies across a range of market capitalizations including small and micro-cap companies.	Finance
Boston College Boston College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Providence College Providence College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Sun Life Financial (U.S.) Reinsurance Co.
Evergreen Investments, Inc.