CAPITAL GROUP TOPS BUY-SIDE SURVEY
Published: Wednesday, 26 May 2010 | 6:15 AM ET
By: CNBC.com

Privately held investment company The Capital Group received the most nods in a survey ranking the best buy-side professionals in Europe.
Thirteen money managers from Capital Group were named in advisory company Brendan Wood International's "75 TopGun Buy-Side Professionals in Europe." That was followed by eight professionals named from JP Morgan Asset Management.
Brendan Wood surveys 400 sell-side analysts from 65 companies for their votes on the top buy-side advisors.

"The results amplify the importance of collaboration, inspiration and integrity in the critical relationship between portfolio managers and sell-side analysts in uprooting essential findings which help establish shareholder confidence in companies which deserve it," Chairman Brendan Wood said in a statement.

21 MAY 2010 - Brendan Wood International Announces the 75 European Portfolio Management TopGuns

400 Top Broker Analysts Rate Buy-Side TopGuns

PALM BEACH -- (May 21, 2010) - Worldwide advisory firm Brendan Wood International (BWI) today announced its list of TopGun Buy-Side Professionals in Europe. 75 portfolio managers and buy-side analysts made the final list from over 900 individuals at 250 institutions nominated by BWI's Panel of the TopGun broker analysts. The esteemed award reflects those most influential and with the best proficiency of the markets they invest in.

BWI’s Panel of Analysts consists of 400 of the world’s top sell-side analysts from 65 firms, representing over 80% of traditional trading. Investigative debriefings with these analysts occur on an ongoing basis. The results are based upon votes from the most recent 12 months. Portfolio managers and buy-side analysts selected as TopGuns were those with the greatest number of votes.
The 75 European Buy-Side TopGuns are:

TopGun - Asset Management Firm
Adrian Croxson - Och-Ziff Capital Management Group
Alberto Vigil-Escalera - Santander Asset Management
Amanda Sisson - JP Morgan Asset Management
Andreas Wagenhaeuser - Deka Investment GmbH
Andy Griffiths - Capital Group Companies
Anne Marden - JP Morgan Asset Management
Anne Wade - Capital Group Companies
Anthony Burton - GLG Partners LP
Arthur Caye - Capital Group Companies
Bruno Lippens - Pictet Asset Management
Carine Salvy - Ecofin Ltd
Carl Esprey - GLG Partners LP
Carlos Siegrist - Santander Asset Management
Charles Whall - Newton Investment Management
Christian Schlimm - Allianz Global Investors
Christoffer Malmer - Arrowgrass Capital Partners LLP
Christopher Wheaton - RCM - Allianz Global Investors
Daniel Lacalle - Ecofin Ltd
Daniel Sarp - Deka Investment GmbH
David Field - Carmignac Gestion
David Morgan - Putnam Investments, LLC
Didier Rheme - Capital Group Companies
Douglas Upton - Capital Group Companies
Ed Wallace - Gartmore Investment Management
Emmanuel Martin - Amundi Asset Management
Evy Hambro - BlackRock Inc
Gadi Slade - Capital Group Companies
Georges Lambert - Capital Group Companies
Gerd Schubert - Deka Investment GmbH
Heinrich Ey - Allianz Global Investors
Huub Van Der Riet - ING Investment Management
Ian Henderson - JP Morgan Asset Management
Ingrid Allemand - Amundi Asset Management
Isabel Buccellati - AllianceBernstein
Isabelle Pajot - AXA Investment Managers
Jan Luschen - ING Investment Management
Jan Willem Vis - BNP Paribas Asset Management
Jenny Norris - AllianceBernstein
Jeremy Kelton - JP Morgan Asset Management
Jim Rutherford - Capital Group Companies
Joerg Sponer - Capital Group Companies
John Longhurst - Capital Group Companies
Jonathan Ingram - HBK Capital Management LLP
Julien Jacob - GLG Partners LP
Justin Bisseker - Schroder Investment Management
Karen Kharmandarian - Pictet Asset Management
Laura Balan - Capital Group Companies
Leopold Arminjon - Gartmore Investment Management
Luc Mouzon - Amundi Asset Management
Lucy Bonmartel - AXA Investment Managers
Luis Amusategui - Cygnus Asset Management
Maria Toneva - Fidelity Investments
Mark Becker - Fidelity Investments
Mark Roginsinger - UBS Asset Management
Markus Engels - Allianz Global Investors
Martin Jonsson - Brummer & Partners
Matthew Lanstone - Capital Group Companies
Maurizio Lualdi - Capital Group Companies
Melissa Gallagher - T. Rowe Price
Peter Lawrence - JP Morgan Asset Management
Pierre Valade - GLG Partners LP
Rafael Garcia Arbej - Och-Ziff Capital Management Group
Raphael Fiorentino - AllianceBernstein
Robin Asquith - JP Morgan Asset Management
Sam Elsokari - SAC Capital Associates
Sean Salji - Citadel Group LLC
Stephan Thomas - Frankfurt-Trust Asset Management
Steven Ho - JP Morgan Asset Management
Stephen Kirk - Lansdowne Partners Ltd
Stuart Connell - JP Morgan Asset Management
Stuart Reeve - BlackRock Inc
Susana Penarrubia Fraguas - DWS Investment GmbH
Tama Willis - Fidelity Investments
Thijs Hovers - Lucerne Capital Management, LLC
Tom Hedges - Gartmore Investment Management

Brendan Wood, Chairman of Brendan Wood International, commented, The TopGun portfolio managers and buy-side analysts were selected by their counterparties because they inspire and influence the investment community to deeper levels of investment wisdom. The results, according to our Panel, amplify the importance of collaboration, inspiration, hard analytical work and integrity in the critical relationship between buy-side managers and analysts and their sell-side counterparties. This quality of communication uproots essential findings which help establish shareholder confidence in organizations who deserve it and likewise expose the weaker suits of investment targets at the lower end of the Brendan Wood Shareholder Confidence Index.

MARKETWIRE 3 SEPTEMBER 2009 - Brendan Wood International Announces 50 TopGun Canadian Equity Portfolio Managers

200 Top Broker Analysts Turn Tables, Rate "TopGun Portfolio Managers"

TORONTO--(Marketwire – September 3, 2009) - Worldwide intelligence-based advisory firm Brendan Wood International (BWI) today announced its list of TopGun Portfolio Managers investing in Canadian equities as part of their mandate. Only 50 portfolio managers were selected from over 400 individuals nominated by BWI's Panel of the leading broker analysts. The prestigious award reflects those with the best grasp of the industries in which they invest and those with the most influence in the Canadian market.

BWI’s Panel of Analysts consists of 200 of Canada’s top sell-side analysts. Investigative debriefings with these analysts occur on an ongoing basis. The results are based upon the votes over the most recent 12 months. Portfolio managers selected as TopGuns were those with the greatest number of votes.
The 50 Nominated TopGun Portfolio Managers covering Canadian Equities are:

Portfolio Manager - Asset Management Firm
Don Anderson - Phillips, Hager & North
Gary Baker - Connor, Clark & Lunn Investment Management
Chris Beer - RBC Asset Management
Oscar Belaiche - Goodman & Company Investment Counsel
Paul Bloom - Bloom Investment Counsel
Stephen Bonnyman - Mclean Budden
Claude Boulos - Natcan Investment Management
Jeremy Burge - Capital International Asset Management
Stephane Champagne - CI Investments
Robert Cohen - Goodman & Company Investment Counsel
Serge Depatie - Natcan Investment Management
Charles Dillingham - Morguard Investments
Terry Dimock - Caisse de Depot et placement du Quebec
Brad Dunkley - Gluskin Sheff & Associates
Alastair Dunn - Connor, Clark & Lunn Investment Management
Benoit Gervais - Mackenzie Investments
Dom Grestoni - Investors Group
Kevin Hall - Guardian Capital
Jean-François Jolicoeur - Caisse de Depot et placement du Quebec
Stuart Kedwell - RBC Asset Management
Stephen Kibsey - Caisse de Depot et placement du Quebec
Patrice Langlois - Caisse de Depot et placement du Quebec
Ari Levy - TD Asset Management
Leslie Lundquist - Bissett Investment Management
Kevin MacLean - Sentry Select Capital
Hugh McCauley - Acuity Funds
Sandy McIntyre - Sentry Select Capital
Dennis Mitchell - Sentry Select Capital
Marcello Montanari - RBC Asset Management
Bruce Murray - Mclean Budden
Margot Naudie - TD Asset Management
John Novak - Connor, Clark & Lunn Investment Management
Charles Oliver - Sprott Asset Management
John Priestman - Guardian Capital
Doug Raymond - RBC Asset Management
Daniel Rice III - BlackRock Advisors
Rohit Sehgal - Goodman & Company Investment Counsel
Michael Simpson - Sentry Select Capital
John Smolinski - TD Asset Management
Brahm Spilfogel - RBC Asset Management
Eric Sprott - Sprott Asset Management
Tom Stanley - Resolute Funds Limited
John Stephenson - First Asset Management
Fred Sturm - Mackenzie Investments
Andrew Taylor - Goodman & Company Investment Counsel
Louis-Phillipe Thibodeau - Caisse de Depot et placement du Quebec
Scott Vali - CI Investments
William Webb - Gluskin Sheff & Associates
Malcolm White - CI Investments
Gordon Zive - RBC Asset Management

BWI's Partner in charge of Canada, Stewart Borden, commented, Canadian sell-side analysts work countless hours throughout the year to advance the knowledge and investment insight of their portfolio management clients. Portfolio managers at Canada's largest asset management firms are a world class audience, many as well versed on world markets as they are on the Canadian domestic scene. Not easily impressed, Canada's all star analysts fight the good fight for the approval of this sophisticated big league investment clientele. It's great that, once a year, BWI is invited to turn the tables and ask the Brendan Wood Panel of Canada's leading sell-side analysts to nominate the portfolio managers who inspire them most and influence them at the deeper levels of investment analysis. The results amplify the importance of collaboration, inspiration and integrity in the critical relationship between portfolio managers and sell-side analysts in uprooting essential findings which help establish shareholder confidence in companies which deserve it.

TOPGUN PORTFOLIO MANAGERS

The universe of portfolio managers is large and diverse, making the selection of TopGun Portfolio Managers complex. Most often, Portfolio Managers are singled out for performance alone, and while a solid track record is essential, it fails to recognize the importance of other criteria that are also important in the long term.

TopGun Portfolio Managers appear to have the ability to predict the future. And they are often paid royally for that talent. But it isn't magic but a lot of hard work, discipline and experience that produces results. TopGun Portfolio Managers are those with exceptional performance and a track record of excellence.

Approximately 500 sell-side analysts select their TopGun Portfolio Managers whom they rank as true leaders. In making their selection, analysts used performance as well as Portfolio Managers' best approach to investing, receptivity to new ideas and creativity. The Brendan Wood Panel continues to place considerable importance on the views of analysts. They are valued panelists in nominating Portfolio Managers because:
- They know the Portfolio Managers as individuals through daily contact.
- They know how Portfolio Managers think.
- They see the results of Portfolio Managers' investment process including why they buy and sell stocks; how they reason; how they plan; how deeply they think and the effectiveness of their investment philosophy.
- Analysts have a unique window into Portfolio Managers' philosophies and investment disciplines.
- Analysts are closest to the market results of Portfolio Managers and can see through the superficialities of short-term performance. They can separate Portfolio Managers' luck from skill and wisdom/discipline from lucky punches.

WHAT DISTINGUISHES THE TOPGUN PORTFOLIO MANAGERS

- Understands each company's senior management intimately.
- Performs thorough, incisive primary research. Goes into the field and learns about companies first-hand.
- Has great breadth and depth of sector knowledge. Knows the stocks and the key issues affecting the sector.
- Has a keen market sense. Understands what drives the markets. Puts current events into a historical perspective and understands where stocks are in the cycle.
- A good stock picker. Instinctive.
- Stays level-headed and ignores hype. Picks stocks based on consistent principles.
- Thinks laterally. Willing to make unconventional and creative investment decisions. Open-minded.
- Has a strong track record; funds under management have grown significantly.
- Excellent work ethic.