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Brendan Wood International Investor Conviction Intel – Banks & Financials – January 2024

January 11th, 2024 by TopGun Press

Brendan Wood International Investor Conviction Intel – Banks & Financials – January 2024

New York, NY, January 11th, 2024 (TopGun Press) 

Going into earnings, below are some of the most respected and disenfranchised Banks & Financials stocks in the BWI Shareholder Confidence Index based on our daily chats with global investors.

JP Morgan, Mastercard and Royal Bank of Canada:

According to institutional investors, these companies are at the top of the Banks and Financials shareholder confidence index for both Commitment to Own and Quality for 2024.

Deutsche Bank, Laurentian Bank of Canada and Western Union Company:

According to institutional investors, these companies are at the bottom of the Banks and Financials shareholder confidence index for both Commitment to Own and Quality for 2024.

Lincoln National, Bread Financial Holdings and Brighthouse Financial:

Traditionally on the lower end of the Brendan Wood Shareholder Confidence Intel for Banks and Financials, all three companies have been gaining positive momentum with institutional investors. Some institutional investors believe all three have varying levels of turnaround capability.

If you would like to subscribe to the BWI Shareholder Confidence Intel including full reports on individual companies with verbatim please send an email to, or

Largest Changes Investor Confidence in Commitment to Own
(YE4Q2023 vs. YE3Q2023):

Lincoln National: 7.3%
Bread Financial Holdings: 7.0%
Paypal Holdings Inc: 5.3%
Fairfax Financial Holding: 4.5%
Brighthouse Financial: 4.2%

Blackstone Inc.:
Chubb Ltd: -5.3%
VISA Inc: -4.9%
Zurich Insurance Group AG: -4.3%
American International Group: -4.3%


Click here for the Investor Conviction Intel for Banks and Financials November 2023

About Brendan Wood International:
Brendan Wood International (BWI), formed in 1970, is a private advisory group which originates performance investigation programs in the capital markets. Brendan Wood Partners debrief large institutional investors worldwide on a daily basis. There are 2000+ live consultations with professionals overseeing +/- $55 trillion invested in the +/- 1400 big cap companies on the BWI Index. Relying on its real time performance intelligence, BWI advises public companies, institutional and activist investors, investment banks and broker dealers on strategy, performance and recruitment of TopGun talent. The firm’s partners have formally presented at 1000+ C level strategy meetings and corporate off-sites in fifty cities. Brendan Wood founded the exclusive TopGun Club, a performance based institution.
We wish to emphasize that all reports, evaluations and assessments contained herein, represent Brendan Wood International’s subjective judgment and opinions, based on our years of experience and on information obtained by us in the course of our research. Much of the factual information contained in the reports has been obtained by us from third parties on whose responses we have relied in good faith, independent verification by Brendan Wood International being, under the circumstances, impossible. While we believe that you will find our reports to be an invaluable tool in formulating your own strategies and judgments, the foregoing should be borne in mind. This report is not meant as investment advice and should not be interpreted as advising on the value of a company’s securities, the advisability of investing in, purchasing or selling any company’s securities or any other conclusion relating to investment/divestiture of a company’s securities. Finally, this report is not intended as an offer or solicitation for the purchase or sale of any company’s securities.

Related Links:

Jordan Novak
Managing Partner
Brendan Wood International
+1 416 924 8110

Matthew Lapointe
Field Director
Brendan Wood International
+1 416 924 8110

Gordon Peck
Managing Director
Brendan Wood International
+1 416 924 8110

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