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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.
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Top Three Overall Performers - North America
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1.
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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.
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2.
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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.
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3.
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Morag Sutherland, Morgan Stanley, a leading global
financial services firm providing a wide range of investment
banking, securities, investment management and wealth management
services.
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Top Three Sector Performers - North America
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1.
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Healthcare: Bryan Fingeroot, Deutsche Bank AG, a leading
global investment bank with a substantial institutional client
franchise.
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2.
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Energy: Jordan Stuart, KeyBanc Capital Markets, an
integrated source for capital-raising, strategic advisory and
industry expertise.
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3.
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Technology: Robert Leask, Morgan Stanley & Co Inc.
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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.
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Top North American Region Performers
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Rank
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Name
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Company
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1
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Bryan Green
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CLSA/Credit Agricole Securities (USA) Inc.
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2
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Dave Sortland
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Dougherty & Co
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3
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Morag Sutherland
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Morgan Stanley & Co Inc
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4
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Bryan Fingeroot
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Deutsche Bank AG
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5
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Gib Davenport
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Davenport & Company LLC
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6
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Matthew Pymm
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Jefferies
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7
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James Snyder
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Capital One (News - Alert) Bank
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8
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Joerg Rossmeissl
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Morgan Stanley & Co Inc
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9
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Chuck Zent
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First Analysis
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10
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Joseph Riccardo
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Citigroup
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Top North American Performers By Sector
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Rank
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Sector
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Name
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Company
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1
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Healthcare
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Bryan Fingeroot
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Deutsche Bank AG
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2
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Energy
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Jordan Stuart
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KeyBanc Capital Markets
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3
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Technology
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Robert Leask
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Morgan Stanley & Co Inc
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4
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Industrials
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Peter DeAngelo
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KeyBanc Capital Markets
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5
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Telecommunications
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Greg Jannetta
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Macquarie Group Ltd
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6
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Basic Materials
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Glen Mulligan
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CLSA/Credit Agricole Securities (USA) Inc.
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7
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Consumer Cyclical
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John Grimley
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Janney Montgomery Scott LLC
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8
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Consumer Non-Cyclical
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Wim Boekema
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Barclays Capital
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9
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Utilities
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Austin Zeigler
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Morgan Stanley & Co Inc
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10
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Financials
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DJ Beil
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Jefferies
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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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