Brendan Wood International
TopGun® Press

TopGun USA Investments Minds – 2021

December 9th, 2021 by TopGun Press

TopGun Investment Minds USA 2021

For Immediate Release – New York, NY, December 9th, 2021

Selected exclusively by their professional counter parties in trade, the TopGun Investment Minds of Brendan Wood’s eleventh annual US election join the 2021 TopGun Club. More than 500 sell-side professionals, who conduct business with over 1000 US Investors on a daily basis, formed the Brendan Wood panel which selected this year’s TopGuns. Nominations are strictly limited. To qualify for the designation, candidate investors need to be highly and widely respected across the competitive industry. Nominations are based upon individual investment expertise, professional discipline and exceptionally constructive interactions with sell-side professionals.

The TopGun election process consistently demonstrates the correlation between an investor’s interaction with the professionals he/she relies upon and exceptional investment judgement. TopGun Investment Minds deliver strong results. The sell-side professionals know their investor clients and do not waste their votes. Amongst the verbatim quotes from sell-side professionals in support of their nominations, the most common refer to the inspirational nature of their relationships with TopGun investors. Such inspiration promotes extra sell-side effort and far greater than normal satisfaction to the professionals who work harder for that investor. TopGuns challenge the analysts and sales professionals who interact with them and undoubtedly provide a learning experience unique to a TopGun relationship. Such interactions are especially indicative of seasoned and sincere communications. Extraordinary that this occurs in a high pressure environment.

As Brendan Wood put it last year “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.”

The TopGun US Investment Minds 2021
(By Sector in alphabetical order by last name):

US Consumer Products
T. Justin Dodd – Citadel
John Fogarty – AllianceBernstein
Volkan Gulen – Boston Partners
Matthew Hand – Wellington Management
Jim Hoeg – Alyeska Investment Group
Jamie Michaelson – Scopus Capital
Jeremy Perelman – J.Goldman and Company
John San Marco – Neuberger Berman
Steven Zyman – Capital Group Companies

US Commodities
Karim Ansar – Balyasny Asset Management
Ralph Aldis – US Global Investors, Inc.
Caroline Black – Surveyor Capital
Michael Bradshaw – Allspring Global
Andrew Byrne – Wellington Management
Carl Chen – Citadel
Shawn Driscoll – T. Rowe Price
Jamie Holman – Invesco Ltd.
Steve Land – Franklin Templeton
Peter Maletis – Merk Investments
Chris Nocella – ExodusPoint Capital
Aditya Narayanan – Adage Capital Management
John Qian – T. Rowe Price
Andrew Quail – Millennium Management
Michael Schmidt – Balyasny Asset Management

US Energy
Matt Adams – Franklin Templeton
Matt Aleksinas – SIR Capital Management
Andy Bailey – Hartree Partners LP
Craig Beacock – Capital Group Companies
Holt Calhoon – Encompass Capital
Preston Fielding – Kayne Anderson
Michael Grealish – Adage Capital Management
Lee Grosbard – Point72 Asset Management
Matt Litwin – Adage Capital Management
Jordan Lurie – Point72 Asset Management
James Mooney – Carlson Capital
Darren Peers – Capital Group Companies
Eric Pipa – SIR Capital Management
Ronald Silvestri – Neuberger Berman
Douglas Simmons – Fidelity Investments
Adam Ward – Capital Group Companies

US Financials
Sam Bapasola – BlackRock
Eric Cho – Citadel
Jeffrey Cho – Adage Capital Management
Charles Ellwein – Capital Group Companies
Andrew Heiskell – Wellington Management
Taylor Hinshaw – Capital Group Companies
Greg Locraft – T. Rowe Price
Ian McDonald – Janus Henderson
Ruth Nagle – Fidelity Investments
Richard Nield – Invesco Ltd.
Rajeev Patel – Ashler Capital
Todd Reese – T. Rowe Price
Christopher Tam – Millennium Management
Vaibhav Vish – FJ Capital Management
Richard Wegener – Citadel
Daniel Welden – Numerus Partners, LLC
Jason Zucker – Point72 Asset Management
Will Wrightson – Wellington Management

US Generalist
Adrian Almazan – TIAA – Nuveen
Jason Bernzweig – Impala Asset Management
David Eiswert – T. Rowe Price
Vineet Khanna – T. Rowe Price
Ryan Oldham – Fidelity Investments
Kevin Holt – Invesco Ltd.
Chris Weltzer – Balyasny Asset Management

US Healthcare
Andy Acker – Janus Henderson
Sara Carter – Viking Global Investors
Adam Galeon – Balyasny Asset Management
Ann Gallo – Wellington Management
Wendy Lam – Franklin Templeton
Evan McCulloch – Franklin Templeton
Laurence McGrath – JP Morgan Asset
Roberto Morales – Adage Capital Management
Michael Rockefeller – Woodline Partners
Karim Suwwan de Felipe – Fidelity Investments
Rebecca Sykes – Wellington Management
Jon Wood – T. Rowe Price
Alexander Winogradoff – Nuveen
Eddie Yoon – Fidelity Investments

US Industrials
Brett Albert – AllianceBernstein
Leonardo Anguiano – Brookfield
Robert Atchinson – Adage Capital Management
Paritosh Batra – Anchor Bolt Capital, LP
Peter Bates – T. Rowe Price
Steve Binder – Adage Capital Management
Chris Ceraso – JP Morgan Asset
Benjamin Coyne – Millennium Management
Christian Frenes – TIAA – Nuveen
Anil Gopala – PRIMECAP Management
Todd Leon – Scopus Asset Management
Jonathan Lux – BlackRock
Emilio Masci – Millennium Management
George Pettey – WestWind Asset Management
Joanna Shatney – JP Morgan Asset
Luke Somers – Neuberger Berman
Aaron Taylor – Alyeska Investment
Seth Turkeltaub – Concentric Capital Strategies
James Tyre – Neuberger Berman
Gary Yablon – Impala Asset Management
Moshe Zucker – Point72 Asset Management

US Real Estate / REIT
Steven Buller – Fidelity Investments
Steven Frankel – Zimmer Partners
Ben Kerl – TIAA – Nuveen
Nina Jones – T. Rowe Price
Paul Meierdierck – LaSalle Investment
Samit Parikh – PGIM Real Estate
Jonathan Shahrabani – Neuberger Berman

US Tech, Media and Telecom
Rami Abdel-Misih – Mane Global
Colin Anderson – Fidelity Investments
Joshua Astrof – Darsana Capital Partners
John Averill – Wellington Management
Robert Bovo – ExodusPoint Capital Management
Rob Bowman – JP Morgan Asset
Matthew Drukker – Fidelity Investments
Kris Erickson – JP Morgan Asset
Denny Fish – Janus Henderson
Adam Friedman – Victory Capital Management
Mala Gaonkar – Lone Pine Capital
Ken Gawrelski – Adage Capital Management
Sunit Gogia – Fort Washington Investment
Trish Grady – OppenheimerFunds
Nidhi Gupta – Fidelity Investments
Charles John – Waddell & Reed
Tony Kim – BlackRock
Jared Kubin – Adage Capital Management
Don Kuzoian – TIAA – Nuveen
Vik Mehta – J.Goldman and Company
Jeetil Patel – Columbia Threadneedle
Brett Rosenbaum – Adage Capital Management
Luke Sager – Balyasny Asset Management
Matthew Schuldt – Adage Capital Management
Emily Scudder – T. Rowe Price
Kejia Sun – Marshall Wace
Jon Thompson – Point72 Asset Management
Nikhil Trikha – Lone Pine Capital
Richard Taft – Columbia Threadneedle
Jamie Wilhelm – Fort Washington Investment

Copyright© 2021 All Rights Reserved
Reproduction in any form, strictly prohibited

The 2021 USA TopGun Teams

The ranking of TopGun Teams, as at 4Q 2021, is reported below in order of each Team’s share of TopGun Investment Minds. Team results are monitored non-stop throughout the year. The 2022 rankings will include a smaller Boutique Class Teams category which will recognize smaller asset management firms.

The 2021 US TopGun Large Cap Teams
(As of 4Q 2021)

1. Adage Capital Management

2. T. Rowe Price

3. Fidelity Investments

4. Wellington Management

5. Capital Group Companies

6.=  Balyasny Asset Management / Citadel / JP Morgan Asset Management / Neuberger Berman / Nuveen / Point72 Asset Management / Nuveen

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

Posted in Press Releases |

You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.

Comments are closed.

In the Press

Recent Stories

TopGun® TV


© Brendan Wood Shareholder Confidence Index  |  Brendan Wood International  |  Powered by IWD Canada