Global Big Cap Investors Take The Tariff Negotiations In Stride – Investment Plans Unshakeable
Brendan Wood TopGun Shareholder Conviction Index Update
April 21st 2025
Question: Are you planning to be a net buyer, net neutral or net seller in the near term 3 months?
(Net buyer means own more $ in equities than you do today.)
• 38% of global big cap investors plan to increase exposure to stocks over the next three months.
• Only 14% intend to decrease equity exposure.
• 48% are standing fast on their current equity exposure
Rising/falling demand for stocks and their global competitive quality as investment targets is estimated through Brendan Wood’s daily personal debriefs (+ 2000 yearly discussions) with asset managers overseeing > +/-$60 trillion. The Brendan Wood global investor network establishes quality and demand, stock by stock, across 1400 large cap investment targets. The aggregated findings aim to broadly anticipate the forthcoming net increasing or decreasing demand.
Brendan Wood TopGun™ Names 2025 Companies Include:
Danaher Corporation
Welltower Inc.
Progressive Corp
Mastercard Incorporated
Microsoft Corp.
Royal Bank of Canada
Waste Connections
TransDigm Group Incorporated
HCA Healthcare, Inc.
T-Mobile US, Inc.
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. Relying on its real time intelligence, BWI advises public companies, institutional and activist investors, investment banks and broker dealers on strategy, performance and recruitment of TopGun™ talent. 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. There are 2000+ live consultations with investment professionals overseeing +/- $60 trillion invested in the +/- 1400 big cap companies on the BWI Index. Investors depend on BWI to quantify the demand side of the investment industry, including the name by name research sales and trading professionals who influence investor demand. 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.
Disclosure:
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:
www.brendanwoodtopgunetf.com
www.TopGunPress.com
LinkedIn
www.brendanwood.com
@brendanwoodIntl
Contacts:
Jordan Novak
Managing Partner
Brendan Wood International
+1 416 924 8110
jnovak@brendanwood.com
Amanda Knott
Managing Director
Brendan Wood International
+1 416 924 8110
aknott@brendanwood.com
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