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The TopGun Investment Minds – US Financial Sector 2023

June 8th, 2023 by TopGun Press

The TopGun Investment Minds
US Financial Sector 2023

New York, NY, June 8th, 2023 (TopGun Press)

The Global Sell-Side Panel of Investment Analysts, Sales Professionals, Traders and Sell-Side Management have selected their most respected TopGun investment counter parties in trade 2023, namely members of the TopGun Club. The Sell-Side Panel singles out individual investment decision makers as being the most accomplished US investors in Financial equities.

Nominations this year were obtained in personal interviews/debriefs with 750+ leading professionals on the sell-side. The full debriefs focus on the sell-side view of global investment targets and also the portfolio managers, buy-side analysts and buy-side traders who most adroitly put them through their paces on these names. Collectively, the nominating Panel represents the majority of banks and broker dealers who deal with US TopGun investors. The objective selection process strictly limits the number of nominations a respondent can make and filters selections based upon the performance of funds managed by nominated investors.

Anatomy of a TopGun Investment Mind

The vital working tools of a TopGun investor include brainpower, wisdom and intestinal fortitude. However, the list of requisite personal qualities and professional skills doesn’t stop there. Today’s TopGun investor is under scrutiny for performance short and longer term, little respite for even a well based value investment style to manifest itself over time. Assets move from fund to fund with increasing frequency by a more self-informed and demanding clientele. The TopGun investor often needs to balance investment style and exercise flexibility in order to maintain out-performance. There are few professions that demand the frequency of decision making challenges, as does equity portfolio management. TopGuns may be sector specialized or generalists, but in either case they need an informed world view on the many variables which define opportunity and risk. There are many checks and balances at work in the mind of a TopGun investor. A strong personality is required to redact to the facts and execute fearlessly.

TopGun US Financial Investment Minds 2023

(In alphabetical order by last name):

Matt Antle – Capital Group Companies
Jared Baker – Citadel
Sam Bapasola – BlackRock
Eric Cho – Point72 Asset Management
Jeffrey Cho – Adage Capital Management
Andrew Disdier – Balyasny Asset Management
Charles Ellwein – Capital Group Companies
Gregory Locraft – T. Rowe Price
Daniel Mazur – Citadel
Ian McDonald – Janus Henderson
Richard Nield – Invesco
Todd Reese – T. Rowe Price
Stephen Roseberry – T. Rowe Price
Seth Rosenberg – Corbets Capital
Christopher Tam – Corbets Capital
Richard Wegener – Citadel
Daniel Welden – Numerus Partners, LLC
Jason Zucker – Point72 Asset Management

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Reproduction in any form, strictly prohibited
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.

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

Amanda Knott
Managing Director
Brendan Wood International
+1 416 924 8110

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