TopGun US Chief Investment Officers / Team Leaders + Generalist Investors 2023

TopGun US Chief Investment Officers / Team Leaders + Generalist Investors 2023

New York, NY, June 14th, 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 exceptionally proficient investment minds. The coaches of the teams which attract the most TopGun Investment Minds are considered TopGun Team Leaders.

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.

TopGun US CIOs / Team Leaders 2023

1. = Tim Cohen and Pam Holding – Fidelity Investments
1. = Steven Cohen and Harry Schwefel – Point72 Asset Management
1. = Eric Veiel and Josh Nelson – T. Rowe Price
4. = Phillip Gross and Robert Atchinson – Adage Capital Management
4. = Dmitry Balyasny – Balyasny Asset Management
4. = Jean Hynes and Mary Pryshlak – Wellington Management|
7. = Robert Lovelace and William Robbins – Capital Group Companies
7. = Kenneth Griffin, Pablo Salame and Justin Lubell – Citadel
7. = Justin Gmelich, Paul Russo and Peter Santoro – Millennium Management
10. = Matt Simon – Ashler Capital
10. = Terrence Murphy and Manraj Sekhon – Franklin Templeton
10. = Saira Malik and William Huffman – Nuveen

= In case of tie

TopGun US Generalist Investment Minds 2023

(In alphabetical order by last name):

Kevin Holt – Invesco
Federico Laffan – American Century
David Post – Verition Management LLC
Mark Schmehl – Fidelity Investments
Aaron Scully – Janus Henderson
John Sherman – T. Rowe Price
Richard Taft – Columbia Threadneedle
Ranjan Tandon – Libra Advisors
Christopher Weltzer – Balyasny Asset Management

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Reproduction in any form, strictly prohibited

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.

The Buy-Side Firms with the most individual nominations for 2023

1. Point72 Asset Management
2. Fidelity Investments
3. Wellington Management
4. Balyasny Asset Management
5. Citadel
6. Nuveen
7. Millennium Management
8. JP Morgan Asset Management
9. Franklin Templeton
10. T. Rowe Price

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

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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