A total of 15 firms earn at least one first-place position on the 2015 All-America Research Team, Institutional Investor’s exclusive annual ranking of the nation’s leading sell-side equity analysts. J.P. Morgan researchers are deemed the best in nearly a quarter of the survey’s categories — 14 out of 60 — followed by Evercore ISI, with ten sector victories. Click on the Leaders link in the navigation table at right to view the full list of ranked firms.
Among the more surprising developments, Evercore ISI's Ed Hyman — who held the top spot in Economics for a remarkable and record-setting 35 years, from 1980 through 2014 — slips to second place. He is replaced by his former colleague and firm co-founder Nancy Lazar, now of Cornerstone Macro.
This year the Wells Fargo Securities flag makes its first appearance atop a sector — not once, but twice. J. Michael Webber Jr . sails into first place in the newly added Shipping sector, while Michael Blum captains the crew that rises from third place to first for coverage of Master Limited Partnerships.
Two analysts lead more than one lineup. Evercore ISI’s Mark Schoenebaum scores a hat trick, outperforming all others in Biotechnology/Large-Cap, Biotechnology/Mid- & Small-Cap and Pharmaceuticals/Major, while Benjamin Swinburne of Morgan Stanley is considered the best in both Cable & Satellite and Media.
Listed below by sector are this year’s No. 1 analysts and teams. Click on an individual’s name to view his or her profile. Please note: Free site registration will be requested of anyone who hasn’t already signed up.
Accounting & Tax Policy
Christopher Senyek
Wolfe Research
Aerospace & Defense Electronics
Ronald Epstein
Bank of America Merrill Lynch
Airfreight & Surface Transportation
William Greene Jr.
Morgan Stanley
Airlines
Jamie Baker
J.P. Morgan
Alternative Energy
Patrick Jobin
Credit Suisse
Autos & Auto Parts
Rod Lache
Deutsche Bank Securities
Banks/Large-Cap
John McDonald
Sanford C. Bernstein & Co.
Banks/Midcap
Steven Alexopoulos
J.P. Morgan
Beverage, Household & Personal Care Products
Ali Dibadj
Sanford C. Bernstein & Co.
Biotechnology/Large-Cap
Mark Schoenebaum
Evercore ISI
Biotechnology/Mid- & Small-Cap
Mark Schoenebaum
Evercore ISI
Brokers, Asset Managers & Exchanges
Kenneth Worthington
J.P. Morgan
Business, Education & Professional Services
Andrew Steinerman
J.P. Morgan
Cable & Satellite
Benjamin Swinburne
Morgan Stanley
Chemicals
Jeffrey Zekauskas
J.P. Morgan
Computer Services & IT Consulting
Tien-Tsin Huang
J.P. Morgan
Consumer Finance
Sanjay Sakhrani
Keefe, Bruyette & Woods
Economics
Nancy Lazar
Cornerstone Macro
Electric Utilities
Steven Fleishman
Wolfe Research
Electrical Equipment & Multi-Industry
Scott Davis
Barclays
Engineering & Construction
Jamie Cook
Credit Suisse
Equity-Linked Strategies
Marko Kolanovic & team
J.P. Morgan
Food
Andrew Lazar
Barclays
Gaming & Lodging
Joseph Greff
J.P. Morgan
Health Care Facilities & Managed Care
Joshua Raskin
Barclays
Health Care Technology & Distribution
Lisa Gill
J.P. Morgan
Homebuilders & Building Products
Stephen East
Evercore ISI
Insurance/Life
Jamminder (Jimmy) Bhullar
J.P. Morgan
Insurance/Nonlife
Joshua Stirling
Sanford C. Bernstein & Co.
Integrated Oil
Douglas Terreson
Evercore ISI
Internet
Carlos Kirjner-Neto
Sanford C. Bernstein & Co.
IT Hardware & Electronics Manufacturing Services
A.M. (Toni) Sacconaghi
Sanford C. Bernstein & Co.
Leisure
Gregory Badishkanian
Citi
Life Science & Diagnostic Tools
Tycho Peterson
J.P. Morgan
Machinery
David Raso
Evercore ISI
Master Limited Partnerships
Michael Blum & team
Wells Fargo Securities
Media
Benjamin Swinburne
Morgan Stanley
Medical Supplies & Devices
Michael Weinstein
J.P. Morgan
Metals & Mining
Timna Tanners
Bank of America Merrill Lynch
Natural Gas
Faisel Khan
Citi
Oil & Gas Exploration & Production
Robert Brackett
Sanford C. Bernstein & Co.
Oil Services & Equipment
James West
Evercore ISI
Paper & Packaging
George Staphos
Bank of America Merrill Lynch
Pharmaceuticals/Major
Mark Schoenebaum
Evercore ISI
Pharmaceuticals/Specialty
Umer Raffat
Evercore ISI
Portfolio Strategy
François Trahan
Cornerstone Macro
Quantitative Research
Yin Luo
Deutsche Bank Securities
REITs
Stephen Sakwa & team
Evercore ISI
Restaurants
John Glass
Morgan Stanley
Retailing/Broadlines & Hardlines
Gregory Melich
Evercore ISI
Retailing/Department Stores & Specialty Softlines
Matthew Boss
J.P. Morgan
Retailing/Food & Drug Chains
Meredith Adler
Barclays
Semiconductor Capital Equipment
James Covello
Goldman, Sachs & Co.
Semiconductors
Stacy Rasgon
Sanford C. Bernstein & Co.
Shipping
J. Michael Webber Jr.
Wells Fargo Securities
Software
Kasthuri Rangan
Bank of America Merrill Lynch
Technical Analysis
Jeffrey deGraaf
Renaissance Macro Research
Telecom & Networking Equipment
Tal Liani
Bank of America Merrill Lynch
Telecom Services
Philip Cusick
J.P. Morgan
Washington Research
Andrew Laperriere, Roberto Perli & team
Cornerstone Macro
Click on the Best Analysts of the Year in the navigation table at right to view profiles of all of this year’s ranked researchers and to find information about when they debuted in their sectors, the total number of appearances they have amassed to date, their total appearances at No. 1 (where applicable) and comments from money managers about what distinguishes each analyst from his or her peers. Also available at that link is a list of individuals who earn a runner-up spot in each sector (where applicable). Please note: Information about researchers in the second and third positions, and runners-up, is available to subscribers only.
To learn more about how this ranking was compiled, click on Methodology.
