David Farrell

Both David Farrell and Vanessa Jeffriess joined in Mar-21, and have 13 years and 7 years of experience, respectively. We pride ourselves on stock-picking, and with the team having significant industry experience, understanding both economic and end market cycles, we have a deep understanding of our sector and the companies under coverage. Andrew Douglas has over 20 years of equity research experience and joined Jefferies in Feb-12. He is also Co-Head of UK Mid-Market Research.

What We Are Known For

• Long-term knowledge of the UK Industrials sectors, leveraging insights across multiple end markets (across multiple cycles), backed up with JEF Data notes and ‘deep-dive’ calls.
• Unrivalled knowledge of companies and management teams, giving deep insights into companies’ performance and outlook, supported by fireside chats with management teams and Expert Calls.
• In-depth sector and initiation reports (Rosebank & Volex in the last 12m) showcasing a thorough understanding of corporate divisions, key debates and market positioning relative to global peer groups.
• Unique coverage list of 35 UK Industrials stocks (alongside 6 European stocks also covered by the team), providing differentiated insights into stocks usually covered by sector analysts and ability to provide bigger picture portfolio thinking.
• A strong track record and largest corporate franchise in the sector, which brings with it further differentiated views/angles on numerous stocks.
• Strong and regular conviction ideas, with clearly articulated investment cases over short- and long-term time horizons.
• Working with US and European Industrials teams to get a more rounded and global sector view.