The 2014 All-Europe Research Team: Property, No. 1: Harm Meijer & team
Institutional Investor Research is part of the Delinian Group, Delinian Limited, 4 Bouverie Street, London, EC4Y 8AX, Registered in England & Wales, Company number 00954730
Copyright © Delinian Limited and its affiliated companies 2024

Accessibility | Terms of Use | Privacy Policy | Modern Slavery Statement

The 2014 All-Europe Research Team: Property, No. 1: Harm Meijer & team


< The 2014 All-Europe Research Team

Harm Meijer

& team J.P. Morgan Cazenove First-Place Appearances: 6

Total Appearances: 12

Team Debut: 2001 For a fifth year running — and the sixth time since 2008 — the J.P. Morgan Cazenove troupe directed by Harm Meijer earns the top spot. The four London-based analysts, who follow 44 stocks, impress investors with their “excellent-quality research, accessibility and responsiveness,” in the words of one portfolio manager. Among their favorite names is Britain’s largest commercial property operator, Land Securities Group. Factors that make the real estate investment trust appealing include its exposure to office development in London and its management team, says Meijer, 41. In addition, Land Securities’ development pipeline is beneficially concentrated in such growth areas as the Victoria district of the City of Westminster in England’s capital. Looking at the sector as a whole, the researchers remain constructive and “strongly believe in the rotation theme” that anticipates a shift of investment portfolio allocations into equities, the crew chief advises. “For example,” Meijer adds, “we remain focused on areas and sectors outside London, such as Spanish offices and Ireland.”

See also Harm Meijer's profiles in the 2013 All-Europe Research Team and 2012 All-Europe Research Team.


In changing times, Mislav Matejka and his equity strategy team at J.P. Morgan are big vote-getters on the 2017 All-Europe Research Team.
Deutsche Bank rises one rung to share third place with Morgan Stanley.
Money managers still crave meetings with corporate leaders even as the rules governing such interactions are changing.
Gift this article