Brendan Wood International
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TopGun Investment Minds USA 2020

May 12th, 2020 by TopGun Press

For Immediate Release – New York, NY, May 12th, 2020 (TopGun Press)

This is the tenth anniversary election of TopGun US investors, selected by over 500 sell-side professionals who conduct business with nearly a thousand portfolio managers across the spectrum of asset management mandates on a daily basis. The recent upsets in the oil business, CoronaVirus, historically low interest rates and the upcoming federal election are a few of 2020’s investment hazards and the year has just begun. “Running a big ticket investment portfolio is like being captain of a submarine, under constant pressure, it takes a sharp mind and nerves of steel. Portfolio managers are always at risk, they can get blown out of the water at any time and they know it,” says Brendan Wood.

Nominations are strictly limited. An investor has to be a brilliant investor and widely respected across the sell-side community to acquire the designation.


Top 3 Investment Minds USA 2020:

Robert Atchinson and Matthew Schuldt  – Adage Capital Management

Ted Orenstein – Carlson Capital


The TopGun US Investment Minds 2020

(By Sector in alphabetical order by last name):

US Consumer Products

Matthew Hand – Wellington Management                       Dan Riff – Surveyor Capital

Jim Hoeg – Alyeska Investment Group                            Steven Zyman – Capital Group Companies

Tal Klausner – Government of Singapore

Investment Corporation


US Commodities

Ralph Aldis – US Global Investors, Inc.                            Steve Land – Franklin Templeton

Michael Bradshaw – Wells Fargo Asset Management     Peter Maletis – Merk Investments

Steven Calhoun – Fidelity Investments                            Aditya Narayanan – Adage Capital Management

Joseph Foster – VanEck                                                   Andrew Quail – Millennium Management

Jamie Holman – Invesco Ltd.


US Energy

Matt Adams – Franklin Templeton                                  Jordan Lurie – Point72 Asset Management

Matt Aleksinas – SIR Capital Management                    James Mooney – Carlson Capital

Kyle Balaux – Deep Basin Capital                                  Darren Peers – Capital Group Companies

Craig Beacock – Capital Group Companies                   Eric Pipa – SIR Capital Management

Eric Gallie – Luminus Management                                Tim Schneider – Luminus Management

Mike Grealish – Adage Capital Management                 Ronald Silvestri – Neuberger Berman

Todd Heltman – Neuberger Berman                               Douglas Simmons – Fidelity Investments

Gregory LeBlanc – Wellington Management                  Adam Ward – Capital Group Companies


US Financials

Jonathan Ashe – Wellington Management                 Richard Nield – Invesco Ltd.

Sam Bapasola – BlackRock                                       Stephen Roseberry – JP Morgan Asset Management

Patrick Buchanan – Fidelity Investments                    Ernst Schleimer – Fidelity Investments

Lutjon Celkupa – Surveyor Capital                             Christopher Tam – ExodusPoint Capital Management

Andrew Heiskell – Wellington Management               Vaibhav Vish – Millennium Management

Taylor Hinshaw – Capital Group Companies              Richard Wegener – Citadel

Greg Locraft – T. Rowe Price                                      Jason Zucker – Point72 Asset Management

Christopher Mashia – Invesco Ltd.


US Generalist

Adrian Almazan – TIAA – Nuveen                               Kevin Holt – Invesco Ltd.

Ryan Oldham – Fidelity Investments                          Christopher Weltzer – Balyasny Asset Management

The TopGun election process consistently demonstrates the correlation between an investor’s interaction with the professionals he/she calls upon and exceptional investment judgement. TopGun Investment Minds deliver strong results. The sell-side pros know their investor clients and do not waste their votes. As one institutional sales professional put it, “These are the special people I love to work with and to whom I want to give my best.” A leading sell-side analyst put it this way, “A TopGun Investor is one who drills down and challenges my work, but inspires me to be a better professional.”

US Healthcare

Andy Acker – Janus Henderson                              Evan McCulloch – Franklin Templeton

Adam Galeon – Balyasny Asset Management        Roberto Morales – Adage Capital Management

Ann Gallo – Wellington Management                      Karim Suwwan de Felipe – Fidelity Investments

Jean Hynes – Wellington Management                   Jon Wood – T. Rowe Price

Wendy Lam – Franklin Templeton                           Rouven Wool-Lewis – T. Rowe Price


US Industrials

Robert Atchinson – Adage Capital Management     Ted Orenstein – Carlson Capital

Paritosh Batra – Anchor Bolt Capital, LP                 Mark Shalhoub – Cinctive Capital

Peter Bates – T. Rowe Price                                    Joanna Shatney – JP Morgan Asset Management

Benjamin Coyne – Millennium Management           Michael Schmidt – Balyasny Asset Management

Eric Dahlberg – Balyasny Asset Management         Luke Somers – Neuberger Berman

Christian Frenes – TIAA – Nuveen                           Seth Turkeltaub – Catapult Capital Management

Anil Gopala – PRIMECAP Management                 James Tyre – Neuberger Berman

Todd Leon – Scopus Asset Management                Will Wrightson – Wellington Management

Jonathan Lux – BlackRock                                      Gary Yablon – Impala Asset Management

Emilio Masci – Millennium Management                  Moshe Zucker – Point72 Asset Management

Daniel Moran – Citadel


US Real Estate / REIT

Steven Buller – Fidelity Investments                       Paul Meierdierck – LaSalle Investment Management

Ben Kerl – TIAA – Nuveen                                       Dimitrije Mitrinovic – Capital Group Companies

Tiffany Lavastida – Principal Global Investors         Samit Parikh – PGIM Real Estate


US Technology, Media and Telecom

Colin Anderson – Fidelity Investments                     Jared Kubin – Adage Capital Management

John Averill – Wellington Management                    Don Kuzoian – TIAA – Nuveen

Robert Bovo – ExodusPoint Capital Management   Vik Mehta – J.Goldman and Company

Rob Bowman – JP Morgan Asset Management      Greg Moore – Balyasny Asset Management

Matthew Drukker – Fidelity Investments                  Jeetil Patel – Columbia Threadneedle

Kris Erickson – JP Morgan Asset Management       Luke Sager – PointState Capital

Denny Fish – Janus Henderson                               Matthew Schuldt – Adage Capital Management

Nidhi Gupta – Fidelity Investments                           Emily Scudder – T. Rowe Price

Alan Kassan – AllianceBernstein                              Tyson Strauser – Citadel

Tony Kim – BlackRock                                              Jamie Wilhelm – Fort Washington Investment Advisors


Copyright© 2020 All Rights Reserved
Reproduction in any form, strictly prohibited


The 2020 USA TopGun Teams

The ranking of TopGun Teams, as at 2Q 2020, is reported below in order of each Team’s share of TopGun Investment Minds. Team results are monitored non-stop throughout the year. The 2021 rankings will include a smaller Boutique Class Teams category which will recognize smaller asset management firms.

The 2020 US TopGun Large Cap Teams
(As of 2Q 2020)

1. Fidelity Investments

2. Wellington Management

3. = Adage Capital Management / 3.= Capital Group Companies

5.= Balyasny Asset Management / 5. = T. Rowe Price

 7. = Franklin Templeton / 7. = Invesco Ltd.

7. = JP Morgan Asset Management / 7. = Millennium Management

7.= Neuberger Berman / 7.= TIAA – Nuveen

Copyright© 2020 All Rights Reserved
Reproduction in any form, strictly prohibited

About Brendan Wood International:

Brendan Wood International (BWI), formed in 1970, is a private partnership generating independent performance audits globally. Brendan Wood debriefs large institutional investors worldwide on a daily basis. There are 2000 investors in the investor panel collectively managing + $40 trillion invested in the 1400 companies on the BWI Index. Relying on real time performance 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, a performance based institution.

Related Links:


Jordan Novak
Brendan Wood International
+1 416 924 8110

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

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