The TopGun Investment Minds – US Technology, Media and Telecommunication Sectors 2023

The TopGun Investment Minds
US Technology, Media and Telecommunication Sectors 2023

New York, NY, June 9th, 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 technology, media and telecommunication 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 TMT Investment Minds 2023

(In alphabetical order by last name):

Rami Abdel-Misih – Mane Global
Daryl Armstrong – Ashler Capital
Joshua Astrof – Darsana Capital Partners
John Averill – Wellington Management
Robert Bovo – D.E. Shaw
Rob Bowman – JP Morgan Asset Management
Matthew Drukker – Fidelity Investments
Kris Erickson – JP Morgan Asset Management
Denny Fish – Janus Henderson
Adam Friedman – Integrity Asset Management
Sunit Gogia – Fort Washington Investment
Trish Grady – OppenheimerFunds
Nidhi Gupta – Fidelity Investments
Charles John – Macquarie Asset Management
Tony Kim – BlackRock
Don Kuzoian – Nuveen
Vik Mehta – J. Goldman & Co.
Michael Ounjian – AllianceBernstein
Jeetil Patel – Seligman Investments
Brett Rosenbaum – Adage Capital Management
Luke Sager – Balyasny Asset Management
Matthew Schuldt – Adage Capital
Emily Scudder – T. Rowe Price
Kejia Sun – Marshall Wace
Jon Thompson – Point72 Asset Management
Chris Whitney – Lazard Asset Management
Jamie Wilhelm – Fort Washington Investment

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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
Industrials
Healthcare
Commodities

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.

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