2011 Rankings
Jefferies Captures Multiple Research Analyst Awards in 2011 Rankings
Our top-ranked analysts have recently ranked among the top in surveys from The Wall Street Journal, Institutional Investor and the Financial Times/StarMine. Congratulations to our analysts for demonstrating excellence in their respective sectors!
Jefferies Receives 12 Awards in the 2011 Financial Times/StarMine 2011 Equity Research Analyst Awards
The Financial Times / StarMine Analyst Awards recognize the performance of individual analysts for both the return on their stock recommendations and the accuracy of their earnings estimates during calendar year 2010. Awards are given to the top 10 stock pickers and earnings estimators overall, and the top three stock pickers and earnings estimators in 69 industries.
U.S. Awards:
- Daniel Fannon, #3 Stock Picker in Capital Markets
- Michael Dudas, #3 Stock Picker in Construction & Engineering
- Douglas Lane, #2 Stock Picker in Household Durables
- Jon Wood, #3 Stock Picker in Life Sciences Tools & Services
- Eun Yang, #2 Estimator in Biotechnology
- Scott Mushkin, #3 Estimator in Food Products
- Douglas Mavrinac, #3 Estimator in Marine
- Yvonne Varano, #2 Estimator in Metals & Mining
Europe Awards:
- Peter Welford, #1 Estimator in Biotechnology
- Michael Betts, #2 Estimator in Construction & Materials
- Milan Radia, #1 Estimator in Software & Internet Services
France Awards:
- Alex Barnett, #2 Estimator in Machinery & Materials
Asia Awards:
- Mac Salman, #1 Stock Picker in Brokerage & Insurance
Jefferies' analysts ranked #1 for five sectors in the 2011 Asia Money Equity Research poll - - the most #1 ranked Asia equity research analysts of any broker. Congratulations to our Asia Research team for this unprecedented accomplishment! Christie Ju - Best Conglomerates and Property Analyst (2 positions) Jessie Gu - Best Consumer Staples Analyst Laban Yu - Best Energy Analyst Cynthia Meng - Best Telecoms Analyst
Jefferies' Brett Levy was recently ranked 2nd Team All-American for Fixed Income Research in the Metals & Mining Sector by Institutional Investor Magazine.
This is the 16th time in the survey's 17 year history that Brett has been ranked, including 12 years on the 2nd Team and 1 year on the 1st Team.
Jefferies Recognized in 2011 Institutional Investor Magazine Rankings for U.S. Equity Research Analysts.
Congratulations to our seven analysts just named to the Institutional Investor Magazine All-American Equity Research Team--and to all those who help to create and share our industry insights and thought leadership with clients every day!
“Jefferies & Co added six positions, bringing its total to seven – enough to vault that firm from No. 18 to No. 12.” - Institutional Investor
| Analyst/Team | Category | Sector | 2011 | 2010 |
|---|---|---|---|---|
| Jefferies | US Equity Research | Overall | 12 | 18 |
| Kenneth Usdin | Financial Institutions | Banks/Midcap | 2T | 2T |
| Scott Mushkin | Consumer | Retailing/Food & Drug Chains | 3T | RU(4) |
| Jesse Pichel | Energy | Alternative Energy | RU(5) | NR |
| Stephen Volkmann | Capital Goods/Industrials | Machinery | RU(5) | 11 |
| Jon Wood | Health Care | Life Science & Diagnostic Tools | RU(5) | 6 |
| Laurence Alexander | Basic Materials | Chemicals | RU(6) | 9 |
| Randal Konik | Consumer | Retailing/Specialty Stores | RU(6) | 9 |
Survey results reflect the opinions of more than 3,500 buy-side analysts and portfolio managers at over 1,000 institutions that manage some $10.7 trillion in U.S. equities, or roughly 80% of the $12.7 trillion market capitalization of the MSCI U.S. index at the time of polling.
Jefferies Ranked #2 in Conglomerate Equity Research and #14 Overall in 2011 Institutional Investor China Analyst Poll
To select the members of the broader All-China Research Team, Institutional Investor solicited the opinions of more than 1,670 investment professionals at 660 institutions managing an estimated $782 billion in Chinese equities. Rankings were determined using numerical scores. Votes awarded to each analyst were weighted based on the size of the institution responding and the place awarded to that analyst.
Congratulations to Conglomerate team members Christie Ju, Rong Li, Laban Yu, Jack Gong and Dennis Yao.
Jefferies Ranked #1 in Conglomerate Equity Research and #9 Overall in 2011 Institutional Investor China A-Share Analyst Poll
The 2011 China A-Share Research Team highlights the top firms and analysts according to money managers who participated in Institutional Investor's 2011 All-China Research Team and indicated that they invest in Chinese equities exclusively through A-shares. To compile the ranking, Institutional Investor tallied the results of ballots submitted by participants who said they invest only via A shares, then identified the top three analysts in each of the survey's 14 industry sectors and three macroeconomic disciplines.
Congratulations to Conglomerate team members Christie Ju, Rong Li, Laban Yu, Jack Gong and Dennis Yao.
Jefferies Receives Two Awards in The Wall Street Journal 2011 "Best on the Street" Analyst Awards
Analysts' skill in picking stocks was measured using recommendation-performance scores calculated by FactSet Research Systems on the basis of the estimated total return, including price changes and dividends, of each eligible stock an analyst covered in an industry.
- Stephen Volkmann, #3 in Heavy Machinery & Materials
- Youssef Squali, #4 in Specialty Retailers & Services
Jefferies Ranked #1 U.S. Stock Picker in Financial Times / StarMine Research Analysis
Jefferies was ranked #1 in U.S. Stock Picking in the 2011 Financial Times / StarMine equity research analysis for the calendar year 2010. StarMine analyzes the performance of eligible brokers (defined as firms that cover at least 25% of the S&P 500 Index) over sets of stocks by measuring the returns of their buy and sell recommendations and by the accuracy of their earnings estimates. These scores are then aggregated to determine a final score for each broker.
US S&P 500 index recommendations
| Rank | Stocks scored | |
|---|---|---|
| 1. | Jefferies | 226 |
| 2. | Wells Fargo Securities | 239 |
| 3. | Macquarie Research Equities | 211 |
