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Evercore ISI Recognized as the Top Ranked Independent Firm in U.S. Equity Research

For the seventh consecutive year, Evercore ISI was recognized as the top ranked independent research franchise in Institutional Investor’s All-America Equity Research survey. Evercore ISI held its weighted #2 rank among all firms for analysts, a measure that applies the greatest weight to the highest ranked individuals in each category.

Ed Hyman, Evercore ISI’s founder and Chairman, was awarded the #1 position in Economics, a recognition he has earned 40 times. David Raso, who covers Machinery, Engineering and Construction, was ranked #1 for the 20th time. In addition, Umer Raffat, Evercore ISI’s Pharmaceuticals and Large-Cap Biotech analyst, was named to II’s Hall of Fame having received ten #1 positions over the years. In all, Evercore ISI claimed a Firm record 39 individual positions and 36 team positions.

The 2020 All-America Research Team reflects the opinions of 3,667 investment professionals from almost 1,500 asset management firms and institutions, according to the magazine.

Ed Hyman said, “I am thrilled with the results of this year’s survey and cannot thank our team enough for their hard work, creativity and dedication to our clients. I am honored to be part of this extraordinary team effort and thankful for the continued support of our clients.”

Marc Harris, Evercore ISI Director of Research, added, “Each year, the market for research services becomes more competitive and this year was no exception. The need for research in a volatile and fast-paced environment is more important than ever, and our analysts were able to provide valuable insights to our institutional clients. Our team is steadfast in delivering the very highest quality independent thinking that aligns with our clients’ needs.”

CEO of Evercore ISI, Mike Paliotta, said, “I have consistently witnessed our team’s commitment to independent thinking and excellence. Our success starts with great research content and is enhanced by our sales and trading teams, who add value through their strong relationships and deep client connectivity. We appreciate this client recognition and remain committed to making selective, strategic investments to continue our tradition of delivering the differentiated products and services that our clients expect of us.”

“In a year marked by a global pandemic and an economic downturn, we are seeing increased demand for both our macro and fundamental research by not only our institutional investor clients, but also our corporate clients,” said John Weinberg, Evercore’s Co-Chairman and Co-Chief Executive Officer. “We thank our clients for this tremendous recognition and partnership.”

Ralph Schlosstein, Evercore’s Co-Chairman and Co-Chief Executive Officer, added, “Our independent, world class research capabilities add to our ability to best serve our corporate, institutional investor and high net worth clients in all market environments. We look forward to continuing to help them with their most important investment decisions.”

First Team

 

Analyst

 

Sector

 

Jonathan Chappell

 

Shipping

 

Krishna Guha

 

Washington Research

 

Ed Hyman

 

Economics

 

Stephen Kim

 

Homebuilders & Building Products

 

C.J. Muse

 

Semiconductors & Semiconductor Capital Equipment

 

Umer Raffat

 

Biotechnology/Large-Cap

 

Umer Raffat

 

Pharmaceuticals/Major

 

Umer Raffat

 

Pharmaceuticals/Specialty

 

David Raso

 

Machinery, Engineering & Construction

 

Stephen Richardson

 

Oil & Gas Exploration & Production

 

Richard Ross

 

Technical Analysis

 

Josh Schimmer

 

Biotechnology/Mid- & Small-Cap

 

 

 

Second Team

 

Analyst

 

Sector

 

Dennis DeBusschere

 

Equity-Linked Strategies

 

Dennis DeBusschere

 

Portfolio Strategy

 

Thomas Gallagher

 

Insurance/Life

 

Greg Melich

 

Retailing/Broadlines & Hardlines

 

John Pancari

 

Banks/Mid-Cap

 

Steve Sakwa

 

REITs

 

Glenn Schorr

 

Brokers, Asset Managers & Exchanges

 

Glenn Schorr

 

Banks/Large-Cap

 

Doug Terreson

 

Integrated Oil

 

James West

 

Oil Services & Equipment

 

Third Team

Analyst

 

Sector

David Palmer

 

Restaurants

Duane Pfennigwerth

 

Airlines

Oscar Sloterbeck

 

Economics

 

Runner-Up

Analyst

 

Sector

Sarah Bianchi

 

Washington Research

Amit Daryanani

 

IT Hardware & Electronics Manufacturing Services

Dennis DeBusschere

 

Quantitative Research

Dennis DeBusschere

 

Thematic Research

Vijay Jayant

 

Media

Vijay Kumar

 

Life Science & Diagnostic Tools

Vijay Kumar

 

Medical Supplies & Devises

S. Kirk Materne III

 

Software

Chris McNally

 

Autos & Auto Parts

Robert Ottenstein

 

Beverage, Household & Personal Care Products

Omar Saad

 

Retailing/Department Stores & Specialty Softlines

Josh Schimmer

 

Thematic Research

Oscar Sloterbeck

 

Thematic Research

David Togut

 

Payments, Processors & IT Service

About Evercore

Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams and shareholders, including mergers and acquisitions, strategic shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public and private capital and delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in the Americas, Europe, the Middle East and Asia. For more information, please visit www.evercore.com.

Contacts:

Investor Contact:
Hallie Elsner Miller
Head of Investor Relations
+1.917.386.7856

Business Contact:
Marc Harris
Evercore ISI Director of Research
+1.212.653.9048

Media Contact:
Dana Gorman
Abernathy MacGregor, for Evercore
+1.212.371.5999

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