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Brendan Wood International Investor Conviction Intel – Financials

December 20th, 2023 by TopGun Press

New York, NY, December 20th, 2023 (TopGun Press)

Below are some of the most topical Financial Stocks on the BWI Shareholder Confidence Index based on our daily chats with global investors. Below is a link to excerpts on JP Morgan. 

Bank of America Corporation: While investor Commitment to Own US Banks has declined over the past quarter, their Commitment to Own Bank of America has increased in 4Q. Investors rate their Transparency/Disclosure and Capital Allocation as one of the best in the space, and remain confident in the CEO and Senior Management team. Global Bank investors also rate Bank of America’s Price Appreciation Potential as the highest among the group so far in 4Q.

JP Morgan: Investors continue to rate JP Morgan among the very top names globally across all sectors that BWI tracks on its Shareholder Confidence Index. Their Strategy, Senior Management, Balance Sheet, Transparency/Disclosure and Board of Directors all stand as industry leaders according to investors in the BWI Panel. Investors attribute the strong franchise to CEO Jamie Dimon and the broader management team, who according to some investors have multiple CEO quality members on their team. (Click here for the Excerpts on JP Morgan).

Marsh & McLennan Companies: Investor confidence in Marsh & McLennan remains strong among investors in the BWI Panel. Marsh & McLennan’s Strategy, Transparency, Long Term Growth and many other metrics are rated at the top or near the top of the Insurance sector by investors. New CEO, John Doyle, is scoring very highly a year into his tenure. Investors say he has been executing well and is a great communicator.

Trisura Group: Investors were critical of Trisura when they took a big write down in 4Q 2022, however investors now say Trisura is the Canadian Financial name with the highest Price Appreciation Potential going into 2024. With that said, Trisura has proven to be a controversial name among investors. Some investors lack confidence in their Capital Allocation and Transparency/Disclosure, while investors who are bullish see Trisura as a name that is trading cheap with solid growth prospects over the Short and Long Term. One panelist spoke for many by saying, “Trisura is past its blunder; it will probably improve going into 2024. However, there’s still a bit of uncertainty.”

Largest Shareholder Confidence Index Changes (YE 4Q2023 at December 18th vs. YE 3Q2023):

Moody’s Corp +6.6%
Assurant, Inc +2.4%
Ares Management LP  +2.3%
Charles Schwab Corp. -3.3%
T. Rowe Price Group, Inc. -1.9%
Invesco Ltd. -1.5%

Great-West Lifeco +3.9%
AGF Management +3.7%
Fairfax Financial Holdings +3.1%
Laurentian Bank of Canada -3.5%
Fiera Capital -2.6%
TD Bank Financial Group -2.4%


The views for 4Q represent the positive and negative trends up to December 18th. While results might fluctuate by quarter end, this reflects current investor views.

Brendan Wood International (BWI) serves a dual clientele of world leading investors and their corporate investment targets as well as broker dealers who provide research, sales and trading services to the investment community. Big cap companies looking for comprehensive investor confidence data on their organizations are likely to discover that Brendan Wood partners consult with their investors non stop year round. Investors depend on BWI to quantify the demand side of the investment industry across 1400 names worldwide, including the name by name research sales and trading professionals who influence investor demand.


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.


Jordan Novak
Brendan Wood International
+1 416 924 8110

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

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