Viewpoints by Bill J. Talbot, CFA, at Manulife Investment Management

Bill J. Talbot, CFA

Bill is a senior managing director, senior portfolio manager, and head of U.S. small-cap equities for Manulife Investment Management, responsible for the construction of U.S. small-cap core and value portfolios and the integrity of the research process for small-cap equity team. Bill focuses exclusively on U.S. small-cap investing, and his responsibilities include fundamental and industry-level research for consumer discretionary and utilities. Prior to joining the company, Bill spent 15 years investing in U.S. small-cap equities at UBS Global Asset Management. Prior to that, he invested in private debt and equity for the Travelers Companies, where he financed expansion, buyouts, recapitalizations, and spin-offs. He initiated some of Traveler’s earliest non-U.S. investments, and represented the company on two private equity fund advisory boards. Bill holds the Certified Financial Analyst designation.

  • Education: B.S., Trinity College (U.S.); M.B.A., Tuck School at Dartmouth College (U.S.)
  • Joined the company: 2013
  • Began career: 1986