TopGun Investment Minds – Global Industrials
Masters of Insight: Brendan Wood International Announces The Results of Its Search For The Best Investment Minds in Worldwide Industrials
PALM BEACH, FL, March 11, 2011 (TOPGUN PRESS) – Brendan Wood International deems the global Industrials sector to be among the toughest investment venues even for the brightest and the best. The World’s most respected investment minds in this sector are built of experience, patience, insight and wisdom. “In the fast-paced world of quarterly returns and reactive investing, these qualities seem antithetical to the norm. It’s a macro investment world for the many and a therefore a tougher road to hoe for the seasoned Industrials investors who want to be the best. The Brendan Wood Panel of TopGun sell side analysts leave little doubt as to which portfolio managers they respect the most and the underlying reasons for their admiration of this year’s TopGun Investment Minds.
In the new post-crisis investment world, true value investing focused in understanding corporate investment, is under pressure from macro market investing. The highly skilled value investor with the insight will beat the market sometime down the road. For the present, it seems, the TopGun Analyst Panel appreciates them as no other.
“Most of this year’s TopGun Investment Minds are ripe with classic traditional investor qualities. TopGun Investment in this sector is for the connoisseur,” said Chairman, Brendan Wood. “These investors are confronted with a list of highly familiar and deeply analyzed names. Price movements reflect a “macro” investment environment which tends to obscure the real differences in value between individual companies.”
This year’s TopGuns are cited as those whose deep insight into the “well known” Industrial companies and global sensitivity to the sector as a whole stands out. In recent years, the virtue of patience, a hallmark of the traditional investment excellence, has been somewhat underappreciated. A major world crisis drove investors to the level of unacceptable risk. Patient money managers suffered the pangs and even though they were vindicated, by that time many of their clients and their market charisma were gone!
The TopGun US Industrials Investment Minds are:
Bob Atchinson; Adage Capital Management, L.P.
Peter Hermann; Columbus Circle Investors
John Sheehy; Fidelity Investments
George Lieberman; George Weiss Associates
Gary Yablon; Impala Asset Management
Chad Meade; Janus Capital
Seth Ginns; Jennison Associates LLC
David Pasquale; JP Morgan Asset Management
Mark Shalhoub; SAC Capital Advisors
Dan Moore; Scopus Capital
Rick de los Reyes; T. Rowe Price
Christian Frenes; TIAA-CREF
John Quackenbush; UBS Global Asset Management
Will Wrightson; Wellington Management Co.
Unlike many other sectors, the focal point of the Industrials world is increasingly becoming Europe. In early 2011, larger companies with long records of steady growth are trading at significant premiums placing pressure on the smaller companies and causing consolidation in the space.
In this space, ten investors were elevated above their European peers. Capital Group Companies was a clear leader in the Industrials sector, with three TopGuns: John Longhurst, Anne Wade, and Jim Rutherford, who is the only TopGun to retain his designation from the original 2006 TopGun awards.
The TopGun European Industrials Investment Minds are:
Raphael Fiorentino; AllianceBernstein, United Kingdom
Christian Schlimm; Allianz Global Investors, Germany
Anne Wade; Capital Group Companies, United Kingdom
Jim Rutherford; Capital Group Companies, United Kingdom
John Longhurst; Capital Group Companies, United Kingdom
Gerd Schubert; Deka Investment GmbH, Germany
Stephan Thomas; Frankfurt-Trust Asset Management, Germany
Jonatahn Ingram; HBK Capital Management LLP, United Kingdom
Peter Lawrence; JP Morgan Asset Management, United Kingdom
Adrian Croxson; Och-Ziff Capital Management Group, United Kingdom
The TopGun Canadian Industrials Investment Minds are:
John Novak; Connor, Clark & Lunn Investment Management
David Jiles; Leith Wheeler Investment Counsel
Britt Doherty; Scotia Asset Management
“Asia Pacific is the growth market presenting apparently new dynamics but perhaps less mystery to the history buff. Industrials growth in Asia further forces the issue of ‘global relevance,’ “ according to Johann Rodrigues, Managing Director.
Thus far, Andrew McGann of Balanced Equity Management, Crispin Murray of BT Financial Group, Gates Moss of AllianceBernstein, Peter Wetherall of Wallara Asset Management and Stephen Giubin of Sigma Funds Management are leading candidates to be Industrials TopGun Investment Minds in the Pacific Rim. Brendan Wood International will be announcing Pacific Rim TopGun investment minds in the second quarter.
TO DISCUSS THE RESULTS Learn more about the implications of this worldwide search by contacting the project leaders. Brendan Wood International is a Performance and Career Advisor assisting both firms and individuals. The firm has conducted more than 1,000 offsites and management strategy sessions for financial institutions and corporations worldwide. Brendan Wood seeks out optimal financial service relationships for corporations and places TopGun executives and investment professionals in senior rainmaker assignments.
Related Links:
www.TopGunPress.com
www.brendanwood.com
Mr. Ajay Walia
561 515 6126
awalia@brendanwood.com
or
Contact:
Mr. Johann Rodrigues
561 515 6126
jrodrigues@brendanwood.com
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