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TIM Group Announces First Annual Top Performer Equity Rankings for North America
[April 17, 2012]

TIM Group Announces First Annual Top Performer Equity Rankings for North America

NEW YORK --(Business Wire)--

TIM Group, which provides alpha generating information technology, consulting and services to the financial services industry, today released its first annual rankings recognizing the top performers in institutional equity sales at brokerage firms in North America.

TIM Ideas Top Performer Awards, 2011 ranks the top 10 North American performers overall and the top performers in 10 basic sectors from among 2,300 sales people at 285 North American sell-side firms. This is based on the level of out performance (versus comparable indexes) of 194,055 equity trading ideas that they developed for their clients. TIM Group also released a similar ranking for equity sales in Europe.

"2011 was another challenging year for stock ideas given the many macro events that impacted the markets," said Colin Berthoud, Co-founder of TIM Group. "However, our data shows that a number of quality sales people and firms were able to dramatically outperform their benchmarks and peers.

"Top overall performers averaged 87 ideas that averaged a market outperformance of 5.12% and a length of 44 days. This equates to more than 42% on an annualized basis. Top sector performers averaged 60 sector specific ideas that averaged a market outperformance of 3.67% and length of 27 days, which equates to more than 49% on an annualized basis."

The data comes from the company's web-based TIM Ideas, the world's leading alpha capture system. TIM Ideas enables top sales specialists and sales traders from more than 750 brokerage firms around the world to send trading ideas to buy-side firms, which, in turn, use TIM Ideas to capture, track and monetize these ideas to enhance returns.



 

Top Three Overall Performers - North America

1.

 

Bryan Green, Vice President of Global Portfolio Trading, CLSA/Credit Agricole Securities (USA) Inc. Founded in 1986 and headquartered in Hong Kong, CLSA/Credit Agricole Securities (USA) Inc. has 1,500 dedicated professionals located in 20 cities across Asia-Pacific, as well as UK and the US.

2.

David Sortland, Dougherty & Company LLC. The Equity Capital Markets division of Dougherty is a research and trading boutique focused on creating superior return opportunities in small and midcap stocks for institutional investors.

3.

Morag Sutherland, Morgan Stanley, a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.

 

Top Three Sector Performers - North America

1.

 

Healthcare: Bryan Fingeroot, Deutsche Bank AG, a leading global investment bank with a substantial institutional client franchise.

2.

Energy: Jordan Stuart, KeyBanc Capital Markets, an integrated source for capital-raising, strategic advisory and industry expertise.

3.

Technology: Robert Leask, Morgan Stanley & Co Inc.

 

See the full lists below.

TIM Ideas Top Performer Awards are the only rankings that measure the value of sell-side trade ideas developed by equity sales people, who are playing an increasingly important role today. Equity sales marshal all of a brokerage or research firm's resources in the creation of client specific trading ideas for fundamental and quantitative investors, with both long- and short-term investment horizons. Performance plays a key role in commission allocation.

"TIM Ideas Top Performer Awards provide ultimate transparency," Mr. Berthoud said. "Equity sales people were rigorously ranked based on the actual performance of each of their client trading ideas as compared to relevant indexes, from the time the idea was sent to clients on the TIM Ideas platform to when the idea was closed.

"While our rankings demonstrate individual excellence, to be good on a consistent basis throughout the year, a sales person needs excellent resources, too. The fact that sales people from small and large firms were among the top performers shows that everybody is on a level playing field."

TIM Ideas Top Performer Awards, 2011 - North America

Results were based on an analysis of the alpha generating performance of 194,055 long and short trading ideas on North American stocks sent to clients in 2011 via the TIM Ideas platform.

Performance was measured by the return on the idea from the time it was initiated to the time it was closed versus the performance of the S&P 500 (or the relevant MSCI sector benchmark for sector awards) during that same period. The influence of outsized returns on a small number of ideas was mitigated by also rewarding higher rates of idea development and setting a minimum number of ideas in each quarter.

 
Top North American Region Performers
Rank   Name   Company
1   Bryan Green   CLSA/Credit Agricole Securities (USA) Inc.
2   Dave Sortland   Dougherty & Co
3   Morag Sutherland   Morgan Stanley & Co Inc
4   Bryan Fingeroot   Deutsche Bank AG
5   Gib Davenport   Davenport & Company LLC
6   Matthew Pymm   Jefferies
7   James Snyder   Capital One (News - Alert) Bank
8   Joerg Rossmeissl   Morgan Stanley & Co Inc
9   Chuck Zent   First Analysis
10   Joseph Riccardo   Citigroup
   
 
Top North American Performers By Sector
Rank   Sector   Name   Company
1   Healthcare   Bryan Fingeroot   Deutsche Bank AG
2   Energy   Jordan Stuart   KeyBanc Capital Markets
3   Technology   Robert Leask   Morgan Stanley & Co Inc
4   Industrials   Peter DeAngelo   KeyBanc Capital Markets
5   Telecommunications   Greg Jannetta   Macquarie Group Ltd
6   Basic Materials   Glen Mulligan   CLSA/Credit Agricole Securities (USA) Inc.
7   Consumer Cyclical   John Grimley   Janney Montgomery Scott LLC
8   Consumer Non-Cyclical   Wim Boekema   Barclays Capital
9   Utilities   Austin Zeigler   Morgan Stanley & Co Inc
10   Financials   DJ Beil   Jefferies
     

About TIM Group

TIM Group provides alpha generating information technology, consulting and services to the financial services industry. The company's focus is on helping buy and sell-side firms and administrators maximize their intellectual property to generate more revenue. Please visit the company's website at timgroup.com.


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