Institutional Investor All American Research Team | Page 10
68/research & rankings THE FUTURIST THE CHARTIST CONTENTS INSIDE II O
DE II OPENING CAPITAL THE 2012 ALL-AMERICA RESEARCH TEAM INVESTING RESEARCH & RANKINGS THE FUTURIST THE CHARTIST CONTEAM INVESTING
but he keeps sights on a good
many more. Clients applaud his
recent expansion into alternative asset managers. He initiated
coverage on Carlyle Group in
June with an outperform rating,
at $21.33, making the case that
the Washington-based private
equity and alternative asset
management firm was poised to
deliver strong earnings and dividend distributions — in part
because of its global footprint
across multiple investment
strategies. (The firm held its initial public offering the month
before, with the shares priced at
$22.) Through August the
stock surged 22.9 percent, to
$26.22, and bested the sector
by 13.9 percentage points. It
remains a top pick. Chen, 34,
joined Credit Suisse in 2001
from Morgan Stanley’s mergers, acquisitions and restructuring department; he earned a
bachelor’s degree in economics
at New Haven, Connecticut’s
Yale University. “Howard is an
up-and-comer to watch — his
knowledge is both broad and
deep,” declares one money
manager. Adds another: “He is
rapidly becoming the source
on this space.”
— B.M.
CONSUMER FINANCE
Sanjay Sakhrani
Keefe, Bruyette & Woods
The buy side says:
“Sanjay is simply the most
knowledgeable consumer
finance analyst on the Street.”
R
ocketing into the winner’s
circle after debuting as a
runner-up last year, Sanjay
“YOU NEED
JOSHUA
SHANKER
TO HELP
YOU SAIL
THROUGH
CHOPPY
WATERS.”
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