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The 2016 All-Europe Research Team: Voters Share Their Views

Money managers tell Institutional Investor what they like about the analysts on this year’s team.

Each year, after Institutional Investor has counted the votes and determined which sell-side analysts make the All-Europe Research Team, we invite survey participants to tell us what prompted them to support a particular person or team.

Listed below are responses we received about some of this year’s top-ranked researchers. Click on an individual’s name to view his or her team’s full profile. Please note: Free site registration will be requested of anyone who hasn’t already signed up.

• J.P. Morgan Cazenove’s José Asumendi “is the friendliest analyst in the space, and his long calls have been on the money.”

• Citi’s Thomas Chauvet “is a good intuitive investor and is not afraid of expressing an opinion.”

Elisabeth Clive of Sanford C. Bernstein is “a very good analyst with lots of data and the first to come out with new topics.”

Sarah Deans of Citi “is frequently on the road to discuss accounting issues with investors. Her work and knowledge on accounting and valuation are among the best available on the Street.”

Jason Fairclough and his Bank of America Merrill Lynch teammates “demonstrate excellent independence — especially by taking short positions and being proved right.”

• Bank of America Merrill Lynch’s Laurent Favre “sees things other analysts miss.”

Alberto Gandolfi and his UBS crew “are ahead of the competition on new technologies.”

Björn Jansson and his Carnegie Investment Bank crew are “especially good on industrials and at providing insights on corporate governance ... they give you a lot of value-added intelligence on board members and other key players.”

• J.P. Morgan Cazenove’s Eduardo Lecubarri “should be managing a fund — he makes money year after year.”

Arnaud Lehmann of Bank of America Merrill Lynch possesses “encyclopedic knowledge that’s unmatched.”

Christyan Malek of Nomura International “understands the big picture, has strong connections in the Middle East with people that matter and ties all this together with amazing company-specific analytics.”

Mark Manduca, Angus Tweedie and their Bank of America Merrill Lynch associates “are the most approachable team, always genuinely keen to help in whatever way possible. They have made some fantastic money-making calls.”

Andreas Neubauer and his team at Deutsche Bank “have a good record of picking the right stocks at the right time.”

• Exane BNP Paribas’ Stuart Pearson “is a smart, selective stock picker.”

David Perry of J.P. Morgan Cazenove “is a smart, independent thinker who sticks to his guns.”

Michael Pickup of Barclays “is a nimble stock picker.”

Robert Plant and his associates at J.P. Morgan Cazenove are “light years ahead of the competition.”

Jamie Rollo and his teammates at Morgan Stanley “have covered the sector a long time, and this shows in the quality of their work and the depth of their knowledge.”

Jonathon Rigby and his colleagues at UBS possess the “superb ability of mixing a 20,000-foot view with the smallest modeling details. Altogether, they are the most authoritative voice on the Street.”

• Vontobel’s Panagiotis Spiliopoulos and his associates “seem to know just about everything there is to know about Swiss banks.”

Jeffrey Stent of Exane BNP Paribas “adds more value than other analysts because he is never afraid to express an opinion and often takes views that go against consensus.”

Paul Walsh of Morgan Stanley “is a go-getter, and I trust his views implicitly.”

Andrew Wood of Sanford C. Bernstein “is a really stellar analyst.”

The 2016 All-Europe Research Team reflects the opinions of 2,139 money managers at 784 institutions overseeing an estimated $6 trillion in European equities.

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