2015 All-America Research Team: Airfreight & Surface Transportation, No. 3: Scott Group
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2015 All-America Research Team: Airfreight & Surface Transportation, No. 3: Scott Group

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In third place is Scott Group, who began reporting on U.S. transportation-related companies for Wolfe Research not long after the boutique’s 2008 inception.

< The 2015 All-America Research Team

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Scott Group

Wolfe Research

First-place appearances: 0


Total appearances: 2


Analyst debut: 2014


In third place is Scott Group, who began reporting on U.S. transportation-related companies for Wolfe Research not long after the boutique’s 2008 inception. He previously tracked these equities with mentor and firm founder Ed Wolfe at Bear, Stearns & Co. In 2010 buy-siders deemed Group a Rising Star of Wall Street Research, and two years later he assumed lead coverage. He debuted on this roster in 2014, as a runner-up. Group garners laurels for his breadth of coverage: 32 stocks in this space plus four related truck makers and their suppliers. “This gives him great perspective and insight into fundamental trends,” avers one portfolio manager. Case in point: In April the 33-year-old researcher downgraded short-to-medium-haul carrier Knight Transportation from peer perform to underperform because he noticed that trucking companies were buying a large number of vehicles, creating excess capacity. Indeed, by mid-September shares of the Phoenix-based company had tumbled 12 percent, to $27.54, behind the sector by 6.9 percentage points. Group earned a bachelor of science degree in economics at the University of Pennsylvania.



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