Shaun Rodriguez涵盖Cowen和Co.的生命科学和诊断工具部门，他的助理Doug Schenkel与教导他如何成为股票研究分析师。35岁的Rodriguez表示，后者是一个“现象导师”，它在“这项工作的真实，有形的方面”，如在最高水平的建模，对细节的关注和真正思考股票。这就是我对学习的显然是巨大的所有东西，而且我仍然基于我做的很多东西。“
Apparently, Rodriguez was a good student. Money managers have declared him one of the most promising newcomers in investment research.
Each year when亚博赞助欧冠asks buy-siders to tell us which equity analysts deserve to be tapped for theAll-America Research Team, we also ask them to identify the up-and-comers — analysts who have been publishing research for less than three years who seem destined for greater glory. We tabulate the votes and declare these analysts the Rising Stars of Wall Street Research. This year’s survey drew responses from nearly 620 individuals at more than 350 firms that collectively manage some $5.9 trillion in U.S. equities.
许多成功的分析师指向与导师培养的关系，通常是他们公司的高级分析师。即使在他们自己开始覆盖公司之后，这些研究人员常常继续与向他们展示绳索的同事密切合作。
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That’s certainly true in Rodriguez’s case. Since launching coverage of his sector in October 2012, he has reported on the group’s diagnostic tools developers while Schenkel has focused on the life science aspect. “There’s a huge amount of overlap between the companies,” he notes. “That’s why we really run it as a team approach.”
He’s made sure to differentiate his work from Schenkel’s by relying on his scientific background. The Boston-based researcher, who earned a Ph.D. in biomedical sciences from Harvard University (and also has a bachelor’s degree in biology from the University of Maine and a master’s in molecular cellular biology from Tufts University), believes that his education makes him the perfect person to cover diagnostic tools. “The companies in the sector are the vendors of all the machines I used to use in the labs,” Rodriguez explains, “so there’s a direct link to what I was doing.”
他于2007年最初加入Cowen，但两年后留下了对风险投资的投资;他于2011年返回，以帮助公司扩大其诊断研究特许经营权。他目前的建议是Cepheid，一家Sunnyvale，基于加利福尼亚州的公司，开发允许诊所和医院在现场进行分子测试而不是依赖于外部提供者的系统。
Julie Yates Stewart，现在在她的第三年作为航空航天和国防电子的崛起之星，也继续与培训她的分析师密切合作。在从阿拉巴马大学赚取学士和硕士学位之后，在安永会计师事务所支出三年的时间，她于2008年开始与罗伯特Spingarn合作。
”I was fortunate enough that Rob really put me out in the field from day one. This accelerated my learning process and allowed me to build a network in the industry and with clients,” says Yates, who publishes research under her maiden name. “A lot of my success I have to attribute to him being supportive of my development.”
加入信用瑞士三年后，基于亚特兰大的研究人员在Spingarn的同时承担了该部门的小型和中型名称的覆盖范围 -All-America Research Teamfrom 2011 through 2013 — focused on the larger companies. “We’ve really run this franchise as a team over the past couple of years, as I’ve continued to move on, and leverage the expertise from each other,” observes Yates, 33. “The fact that together we cover more than 30 stocks allows us to have a more relevant and broader reach across the aerospace and defense sector.”
她去年，她发起了特种金属制造商的覆盖范围;9月初，她加入了美国航空公司。她的顶级选秀区包括贝尔维尤，华盛顿州的Esterline Technologies Corp.，飞机组件和仪器制造商。“一年一年前，有一个新的，尊严的首席执行官，”她说柯蒂斯·雷。“他正在重塑公司，所以对这个故事的自助元素真的是更多的。”
Jefferies’s Sheila Kahyaoglu, also a Rising Star in Aerospace & Defense Electronics, credits several people with inspiring her, among them Michael Eastwood, the firm’s head of Americas equity research, for “providing step-by-step encouragement and facilitating a very thought-out process that’s not bureaucratic,” and Howard Rubel, the analyst she worked with after joining the firm in 2012. Rubel, who always “shared his insights,” she says, appeared on theAll-America Research Team1985年至1999年间代表几家公司（包括C.J. Lawrence和Goldman，Sachs＆Co.）的十次
Kahyaoglu, 31, holds a bachelor’s degree in economics from New York University and worked in leveraged finance at J.P. Morgan before deciding to pursue a career in equity research. In 2008 she joined Credit Suisse, where she spent four years as an associate covering companies in the electrical equipment and multi-industry spaces. Then she made the jump to Jefferies, attracted by its culture of promoting associates more quickly than many bulge-bracket firms do.
When she began covering her first company, in June 2013, “Howard’s words stood out to me,” she recalls. “He said, ‘When you launch on a name, you want to make sure that you are the ax on a stock.’ So for every initiation I spend at least three to six months to make sure I know every detail and try to provide a different insight.”
尽管她认为the moment “opportunities are rather limited,” Kahyaoglu is bullish on Textron. The business jet cycle has yet to recover from the market downturn in 2009, but the outlook is improving, and the Providence, Rhode Island–based manufacturer of helicopters and small planes “is one company with probably the most pure-play exposure to it,” she says. “Its margins are in the midsingle digits, and when you compare that to peers and its own company history, there’s at least 500 to 1,000 basis points of upside.”
琼·佩森joined Barclays in 2011 as an associate analyst under the tutelage of Robert Drbul, who was voted onto theAll-America Research Team19 times between 2001 and 2013, in Apparel, Footwear & Textiles and Retailing/Broadlines & Department Stores. She became a lead analyst in March and caused an immediate stir with her contrarian underweight call on Michael Kors Holdings, a Hong Kong–based designer and distributor of fashion accessories.
“这是一个非常有争议的电话，”这位27岁的解释说。“我们以前在股票上超重，而且公司的情绪仍然非常积极偏见，因为过去三年来商业已经看到了非凡的增长。这是美国零售业的少数人宽容的增长名称之一，我知道这个电话会遇到负面反馈。“
However, Payson believed that the rapid rise to maturity of the company’s domestic business and looming margin pressures meant that expectations of continued earnings-per-share growth above 30 percent weren’t “realistically sustainable.” In August the company advised that its operating margins would fall by about 200 basis points in the third quarter; by mid-September the New York Stock Exchange–listed shares were down about 22 percent since Payson’s downgrade.
”Taking on lead coverage was a great opportunity to take ownership of not only forming investment opinions but also discussing and defending them,” says Payson, a Rising Star in Apparel, Footwear & Textiles who earned a degree in applied mathematics with a finance concentration from Yale University and spent two years at Macquarie Bank before joining Barclays. “I was very fortunate to have had such an exceptional mentor who prepared me for it.”
Umer Raffat可以涉及这一点。今年药物/专业中的一个冉冉升起的明星（去年生物技术），他被聘为Mark Schoenebaum，a member of the All-America Research Team Hall of Fameand the top-ranked analyst inBiotechnology（第一个跑步）和Pharmaceuticals/Major（第二次直接一年）。当时，Schoenebaum在Deutsche银行证券;他于2010年搬到了ISI集团，而不仅带来了Raffat和他，而且还分享了他的投资者。
”His own client base is so much better than everybody else’s that even if he hands out a little bit here and there to his junior people, that’s much more than what an average junior gets,” attests Raffat.
Raffat began reporting on his first company as lead analyst in January 2013: Medicines Co., a Parsippany, New Jersey–based outfit involved in both biotech and specialty pharma. Since then he has picked up coverage of five more stocks, and he plans to add midcap biotech names down the line. Raffat, 30, earned an undergraduate degree in biology from the University of ?Texas at Arlington and a master’s from the Harvard School of Public Health in 2009, immediately before signing on with Schoenebaum.
Another Rising Star in Biotechnology, Deutsche Bank’s Alethia Young, is also paired with a member of theAll-America Research Team: Robyn Karnauskas, who debuted last year. “I couldn’t have done this without her,” the 36-year-old says. “Robyn taught me how to simplify the story down to all groups, which is invaluable in this business.”
年轻人在2011年加入公司，在2011年，在投资银行和资产管理部门的投资银行和资产管理部门工作，然后是Marwood集团的顾问，为机构投资者提供了卫生保育的咨询服务;亚博赞助欧冠她拥有北卡罗来纳州杜克大学的经济学和西班牙文学士学位。
她今年一直在忙着建立她的特许经营，在过去的六个月里增加了六家公司的覆盖范围。她目前最喜欢的是剑桥，基于马萨诸塞州的alnylam药物，基于RNA干扰来发展治疗药物。“技术是如此令人难以置信的有趣和优雅，可以在这么多不同的疾病中使用，”年轻人解释说。“在肝脏中敲下蛋白质是一种强大的含义，所以当你看五或六年后，这可能是公司出于所有覆盖范围，罗宾或我的公司，我是最兴奋的。”
Like Young, Ardalan (Alex) Arfaei is a Duke alumnus (with an MBA in health sector management from the university’s Fuqua School of Business) and a Rising Star: He’s cited in Pharmaceuticals/Major for a second year running. Before joining Arlington, Virginia–based Friedman, Billings, Ramsey Group as an associate in biotech research, Arfaei worked in the industry he now covers, in sales and product management, respectively, at Merck & Co. and Endo Pharmaceuticals. He moved to BMO Capital Markets Corp. in 2008 and four years later was promoted to senior analyst. He covers eight companies.
”In my position I leverage every aspect of my background,” the Toronto-based researcher says. “I think it’s that diverse background that’s allowed me to garner a certain level of recognition.” One stock he’s recommending is North Chicago, Illinois–based AbbVie, owing to its promising new treatments in such areas as hepatitis C, multiple sclerosis and oncology. “You have leadership in key markets,” notes Arfaei, 38. “You have pipeline in exciting markets like hepatitis C. You have an M&A story with a tax inversion. It has a little bit of all the hot topics these days.”
根据Pivotal Research Group的Brian Wieser的说法，与加利福尼亚州Menlo Park的社交媒体站点运营商一样，Facebook。两个行业，互联网和媒体，波特兰，俄勒冈州的分析师的崛起明星享有挑战的传统智慧。”I’ve been writing forever about the need to not think about advertising as a monolithic thing, so it’s very helpful that a company as pronounced as Facebook is trying to communicate these ideas to investors and putting forth a wide range of products and initiatives for each of these segments,” he says.
The 40-year-old, who earned a bachelor’s of commerce from Canada’s University of British Columbia and an MBA from the University of Western Ontario’s Richard Ivey School of Business, held various management posts in media and technology companies before deciding to focus on a career where all facets of his experience could come to bear.
”I’ve got a very good model for forecasting advertising — basically, the same model that I’ve spent eight years refining — and I have independent views on how advertising evolves from eight years of living and breathing it and being able to think about it in a near-academic context,” he explains.
魏（贝蒂）江留下了一个学术环境 - 纽约的康奈尔大学，在那里她获得了化学工程学士学位 - 2007年跃入了股权研究，就像金融服务业开始崩溃一样。江口石油和天然气勘探与生产中崛起的明星，加入了美国证券的Banc，作为联营公司，逐步搬到瑞银。她遇到了她的导师，William Featherston，谁被投票给了All-America Research Team13 times since 2003. She took over coverage of a single company in 2011, raised that number by ten the following year and today tracks 13 names, mostly small- and midcaps. The ones she prefers are pure-play because “in order for a small-cap E&P with limited resources, both financial and operational, to gain critical mass and be competitive with the bigger companies, they need to focus on one or two assets,” she says.
28岁江泽民迅速承认福德斯顿在成功中发挥的作用。“拥有那个榜样不是告诉你你的分析是否正确或错误，但如何接近分析师追踪，如何做演讲和最有效地与投资者沟通，”她说。“在日常的基础上看到他所做的事情，他如何与客户和销售互动 - 这就是一个例子？如何成功。”•