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Reuters recently published its second annual U.S. Larger Company Investment Research, Sales and Trading Survey. Tempest Consultants, a subsidiary of Reuters, targeted the S&P 500 constituents and the fund managers who are the largest 100 holders in order to obtain feedback regarding the sell-side's top industry performers. The respondents consisted of 70% of the $8.2 trillion equity market value of the S&P 500 companies and approximately 65% of the estimated $4.6 trillion institutional funds investing in that same group.
Fund managers ranked Morgan Stanley #1 in overall research, and corporations ranked Morgan Stanley #3 in overall research. In addition to these two overall categories, Reuters has four other broad (i.e., not industry-specific) sell-side awards. Morgan Stanley was one of only two firms to receive two of these six awards, again underscoring the quality of Morgan Stanley research. Our second award, the Street's "Top Team," was taken by Morgan Stanley Computer Software & Services analysts, specifically recognizing Mary Meeker, Chuck Phillips, Dave Togut and team.
Another section of the poll highlights the "Top 20 Analysts" on the Street (regardless of industry) according to fund managers and corporations. Jennifer P. Murphy (#2 in both) and Steve Girsky (#13 in both) were consistently recognized by both fund managers and corporations, and Chuck Phillips (#6), Andrew Conway (#8), Kit Konolige (#14) and Michael Blumstein (#16) were well-recognized by fund managers as well.
Congratulations also to the analysts listed below who ranked #1 in their field or ranked in the top 10 for the first time.
| #1-Ranked Analysts |
| Solin Cho |
John Mackin |
Charles Phillips |
| Andrew Conway |
Mary Meeker |
David Risinger |
| Shelby Fleck |
Jennifer P. Murphy |
David Togut |
| Stephen Girsky |
Howard Penney |
|
| First Time Top-10 Analysts |
| Waldo Best |
Dennis Higgins |
John Renwick |
| Robert Chewning |
Phil Kehl |
Todd Richter |
| Solin Cho |
George Kelly |
David Risinger |
| Christopher DePuy |
Gillian Munson |
Rebecca Runkle |
| Shelby Fleck |
Robert Ohmes |
|
| Brad Galko |
Susan Quilty |
|
| The Reuters Survey 1998 U.S. Larger Company |
| 1998 Ranking by Industry |
Analyst |
Fund Mgmt. |
Corp. |
| Aerospace & Defense |
Pierre Chao |
3 |
3 |
| Jennifer P. Murphy |
3 |
|
| Team |
3 |
|
| Automobiles |
Stephen Girsky |
1 |
1 |
Team |
1 |
|
| Automotive Parts & Equipment |
Stephen Girsky |
1 |
1 |
Team |
1 |
|
| Banks |
David Hilder |
|
7 |
Kenneth Posner |
|
7 |
| Beverages |
Andrew Conway |
1 |
|
Team |
1 |
|
| Broadcasting |
Frank Bodenchak |
2 |
* |
Richard Bilotti |
2 |
* |
| Building |
Peter Dannenbaum |
3 |
|
Jennifer P. Murphy |
3 |
|
| Chemicals |
Leslie Ravitz |
2 (tie) |
3 |
Mark Gulley |
2 (tie) |
3 |
Pierre Chao |
|
3 |
Jennifer P. Murphy |
|
3 |
Team |
2 (tie) |
|
| Communications Equip. |
Alkesh Shah |
6 |
|
Christopher DePuy |
6 |
|
Team |
6 |
|
| Computers (Hardware, Peripherals and Network) |
Mary Meeker |
9 |
5 |
George Kelly |
9 |
5 |
Gillian Munson |
9 |
5 |
Mark Edelstone |
9 |
|
| Computers (Software and Services) |
Charles Phillips |
1 |
1 |
| Mary Meeker |
1 |
|
| David Togut |
1 |
1 |
| Team |
1 |
|
| Distributors |
David Risinger |
1 |
|
Shelby Fleck |
1 |
|
Debra Levin |
|
2 |
| Economics |
Stephen Roach |
4 |
|
| Electrical Equipment |
Jennifer P. Murphy |
1 |
1 |
| Shelby Fleck |
|
1 |
| Solin Cho |
|
1 |
| Team |
1 |
|
| Electricity |
Kit Konolige |
2 |
2 |
| Team |
2 |
|
| Electronics |
Mark Edelstone |
2 |
9 |
| Team |
2 |
|
| Entertainment |
Richard Bilotti |
3 |
|
| Team |
3 |
|
| Environmental Services |
Bradley Galko |
5 |
|
| Foods |
John Renwick |
8 |
|
| Gold & Precious Metals |
Douglas Cohen |
2 |
2 |
| Mining |
Wayne Atwell |
2 |
|
| Health Care (Services) |
Paul Brooke |
4 (tie) |
|
| Todd Richter |
4 (tie) |
|
| David Risinger |
4 (tie) |
|
| Team |
4 (tie) |
|
| Housewares & Appl. |
Jennifer P. Murphy |
5 (tie) |
|
| Team |
|
2 |
| Insurance |
Michael Blumstein |
4 |
7 |
| Alan Zimmerman |
|
7 |
| Todd Richter |
|
7 |
| Machinery |
John Mackin |
|
1 |
| Jennifer P. Murphy |
|
1 |
| Manufacturing |
John Mackin |
10 |
|
| Jennifer P. Murphy |
|
7 |
| Mark Gulley |
|
7 |
| Steve Girsky |
|
7 |
| Medical Technology & Supplies |
Glenn Relcin |
2 |
2 |
| Team |
2 |
|
| Medical Technology & Supplies |
Wayne Atwell |
2 |
5 |
| Waldo Best |
5 |
|
| Team |
2 |
|
| Natural Gas |
Dennis Higgins |
5 |
6 |
| Robert Chewning |
5 |
|
| Office Equipment & Supplies |
Rebecca Runkle |
|
5 |
| Oil & Gas (Drilling Equipment) |
John Lovoi |
|
3 |
| Oil & Gas (Exploration & Production) |
Douglas Terreson |
|
6 |
| Philip Kehl |
6 |
|
| Oil & Gas (Exploration & Production) |
Douglas Terreson |
7 |
|
| Oil Integrated |
Douglas Terreson |
5 |
7 |
| Pierre Chao |
5 |
|
| Team |
|
7 |
| Paper & Forest Products |
Matthew Berler |
3 |
4 |
| Pharmaceuticals |
Paul Brooke |
6 |
7 |
| Team |
6 |
|
| Photography/Imaging |
Rebecca Runkle |
6 |
* |
| Portfolio Strategy |
Byron Wien |
5 |
|
| Publishing |
Douglas Arthur |
3 |
5 |
| Restaurants |
Howard Penney |
1 |
|
| Retail (Broadline & Specialty) |
Bruce Missett |
|
4 |
| Susan Quilty |
|
4 |
| Robert Ohmes |
|
4 |
| Retail (Food & Drug) |
Debra Levin |
4 |
2 |
| Team |
4 |
|
| Specialty Printing |
Douglas Arthur |
* |
5 |
| Telecoms |
Stephanie Comfort |
10 |
3 |
| Team |
10 |
|
| Textiles & Apparel |
Josephine Esquivel |
3 |
|
| Tobacco |
David Adelman |
4 |
3 |
| Team |
4 |
|
| Transport |
James Valentine |
3 |
5 |
| Kevin Murphy |
3 |
5 |
| Team |
3 |
|
*= insufficient data for this sector
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