Bill Talbot

Head-Equity Investments at

Manulife Investment Management (US) LLC

66 year

Finance

Consumer Services

Profile

Mr. Wilfred J.
Talbot, CFA MBA, is a Senior Portfolio Manager, Head of US Small Cap Equities & US Small Cap Core Team at Manulife Investment Management (US) LLC.
His responsibilities include portfolio construction and overseeing the integrity of the research process for the U.S.
small cap equity team.
He focuses exclusively on small- and mid-cap investing, and his additional responsibilities include fundamental research on companies in the consumer discretionary, financials and utilities sectors.
Prior to joining the firm, he spent 15 years investing in U.S.
small-cap equities at UBS Global Asset Management.
Previously, he invested in private debt and equity for The Travelers Companies, where he financed expansion, buyouts, recapitalizations, and spin-offs.
Mr. Talbot holds the Chartered Financial Analyst designation.

Bill Talbot 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.	Head-Equity Investments	2012-12-31

All active positions of Bill Talbot

Former positions of Bill Talbot

Companies	Position	End
UBS Asset Management (Americas) LLC UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value.	Head-Equity Investments	-

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Linked companies

Private companies	4
UBS Asset Management (Americas) LLC UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value.	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
Dartmouth College Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Trinity College Trinity College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services