The TopGun Investment Minds – US Industrial Sectors 2023

The TopGun Investment Minds
US Industrial Sectors 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 Industrial 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 Industrials Investment Minds 2023

(In alphabetical order by last name):

Ari Ades – Balyasny Asset Management
Adrian Almazan – Tamridge Capital
Brett Albert – Point72 Asset Management
Leonardo Anguiano – Brookfield
Robert Atchinson – Adage Capital Management
Paritosh Batra – Ashler Capital
Steve Binder – Adage Capital Management
Michael Burley – Ashler Capital
Christopher Ceraso – JP Morgan Asset Management
Benjamin Coyne – Greenland Capital Management
Jared Franken – Interval Partners, LP
Christian Frenes – Nuveen
Anil Gopala – PRIMECAP Management
Peter Gylfe – Millennium Management
Martin Kurtz – Samlyn Capital
Todd Leon – Scopus Asset Management
Jonathan Lux – BlackRock
David Mack – J. Goldman & Co.
Ted Orenstein – Walleye Capital
George Pettey – Graham Capital
Bradley Rotter – Surveyor Capital
Joanna Shatney – JP Morgan Asset Management
Luke Somers – Neuberger Berman
Aaron Taylor – Alyeska Investment
Seth Turkeltaub – Concentric Capital Strategies
James Tyre – Neuberger Berman
Moshe Zucker – Point72 Asset Management

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Reproduction in any form, strictly prohibited

See the TopGun US Investment Minds from other sectors:
Energy, Pipelines and Utilities
Financials
Consumer
Real Estate/REIT

About Brendan Wood International:

Brendan Wood International (BWI), formed in 1970, is a private partnership generating independent performance audits throughout the world. Relying on real time intelligence, the firm 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.

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