The 2015 All-Europe Research Team: Retailing/General, No. 1: Geoffrey Ruddell & 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 2015 All-Europe Research Team: Retailing/General, No. 1: Geoffrey Ruddell & team

2015-03-tom-johnson-all-europe-research-team-geoffrey-ruddell.jpg

The Morgan Stanley team of three helmed by Geoffrey Ruddell, 43, rises one notch to claim the No. 1 spot.

< The 2015 All-Europe Research Team

2015-03-tom-johnson-all-europe-research-team-geoffrey-ruddell.jpg

Geoffrey Ruddell & team

Morgan Stanley

First-Place Appearances: 5


Total Appearances: 18


Team Debut: 1989


The Morgan Stanley team of three helmed by Geoffrey Ruddell, 43, rises one notch to claim the No. 1 spot — marking the first time since 1997 that the firm has topped this roster. Coverage was then directed by Claire Kent, who left Morgan Stanley in 2008. Ruddell worked alongside Kent for three years, joining in 2005 to head up Morgan Stanley’s reporting on hardline retail companies while she oversaw softlines, and assumed responsibility for both areas on her departure. He previously served as a retail equity analyst at Deutsche Bank and worked on the strategy team of a supermarket chain before becoming an analyst. The 43-year-old crew chief earned a bachelor’s degree in philosophy, politics and economics at England’s University of Oxford. He and his London-based squad arrange “helpful store tours,” observes one portfolio manager who also commends their “very good and helpful database.” Ruddell’s advice for investors? Stay away from Europe’s general retailers. “Although we think the cyclical issues that the retailers face have abated significantly over the last year or so,” he says, “we believe that the structural pressures — primarily related to the impact that the Internet is having on the way consumers shop — remain very important.” Remarkably, he reminds clients, “we think it important to bear in mind that most of the big U.K. retailers are making less profit now than they were 15 years ago!”



Gift this article