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Viewpoints by Andrew R. Heiskell, Portfolio Manager at Wellington Management

Andy is a global industry analyst and portfolio manager at Wellington Management, covering life insurance and consumer and mortgage companies as part of the firm's financials team while also managing financials sector equity portfolios and hedge funds. Prior to joining Wellington Management in 2002, Andy earned a B.S.F.S. from Georgetown University and an M.B.A. from the University of Chicago.

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U.S. equities

Sector dispersion creates opportunities for long/short equity funds

Long/short equity funds may be able to take advantage of coronavirus-driven sector dispersion and related market trends.

Andrew R. Heiskell, Portfolio Manager Wellington Management

Jean M. Hynes, CFA, Portfolio Manager Wellington Management

Bruce L. Glazer, Portfolio Manager Wellington Management

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August 06, 2020

Andrew R. Heiskell, Portfolio Manager Wellington Management

Jean M. Hynes, CFA, Portfolio Manager Wellington Management

Bruce L. Glazer, Portfolio Manager Wellington Management
Long/short financial services: investing in an industry renaissance

Given its complexity, financial services can be a graveyard for generalist investors, but that complexity can create fertile ground for long/short specialists who’ve spent their careers in the sector.

Andrew R. Heiskell, Portfolio Manager Wellington Management

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December 08, 2017

Andrew R. Heiskell, Portfolio Manager Wellington Management
Banking on long/short experience with a seasoned financials team

Certain market participants’ eagerness to trade financials based on macroeconomic headlines versus business fundamentals is fertile ground for our long/short sector expertise.

Andrew R. Heiskell, Portfolio Manager Wellington Management

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February 17, 2016

Andrew R. Heiskell, Portfolio Manager Wellington Management

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Manulife, Manulife Investment Management, Stylized M Design, and Manulife Investment Management & Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by its affiliates under license.

John Hancock Investment Management LLC is the investment advisor for the closed-end funds.

A widespread health crisis, such as a global pandemic, could cause substantial market volatility, exchange-trading suspensions and closures, affect the ability to complete redemptions, and affect fund performance; for example, the novel coronavirus disease (COVID-19) has resulted in significant disruptions to global business activity. The impact of a health crisis and other epidemics and pandemics that may arise in the future could affect the global economy in ways that cannot necessarily be foreseen at the present time. A health crisis may exacerbate other preexisting political, social, and economic risks. Any such impact could adversely affect the fund’s performance, resulting in losses to your investment.

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Click here to view a prospectus or summary prospectus. You may also request one from your financial professional or by calling us at 800-225-5291. The prospectus includes investment objectives, risks, fees, expenses, and other information that you should consider carefully before investing.

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ETF shares are bought and sold through exchange trading at market price (not NAV), and are not individually redeemed from the fund. Shares may trade at a premium or discount to their NAV in the secondary market. Brokerage commissions will reduce returns.

529

If your state or your designated beneficiary’s state offers a 529 plan, you may want to consider what, if any, potential state income-tax or other state benefits it offers, such as financial aid, scholarship funds, and protection from creditors, before investing. State tax or other benefits should be one of many factors to be considered prior to making an investment decision. Please consult with your financial, tax, or other professional about how these state benefits, if any, may apply to your specific circumstances. You may also contact your state 529 plan or any other 529 education savings plan to learn more about their features. Please contact your financial professional or call 866-222-7498 to obtain a Plan Disclosure Document or prospectus for any of the underlying funds. The Plan Disclosure Document contains complete details on investment objectives, risks, fees, charges, and expenses, as well as more information about municipal fund securities and the underlying investment companies that should be considered before investing. Please read the Plan Disclosure Document carefully prior to investing.

John Hancock Freedom 529 is an education savings plan offered by the Education Trust of Alaska, managed by T. Rowe Price, and distributed by John Hancock Distributors LLC through other broker-dealers that have a selling agreement with John Hancock Distributors LLC. John Hancock Distributors LLC is a member of FINRA and is listed with the Municipal Securities Rulemaking Board (MSRB). © 2021 John Hancock. All rights reserved. Information included in this material is believed to be accurate as of the printing date.

John Hancock Freedom 529

P.O. Box 17603 ■ Baltimore, MD 21297-1603 ■ 866-222-7498 ■ jhinvestments.com/529

529 PLANS ARE NOT FDIC INSURED, MAY LOSE VALUE, AND ARE NOT BANK OR STATE GUARANTEED.

Viewpoints by Andrew R. Heiskell, Portfolio Manager at Wellington Management

Sector dispersion creates opportunities for long/short equity funds

Long/short financial services: investing in an industry renaissance

Banking on long/short experience with a seasoned financials team

Explore the latest thinking from our network

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