Evercore ISI Recognized as the Top Ranked Independent Firm in U.S. Equity Research
November 4, 2020 by Evercore
NEW YORK, October 21, 2020 – 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- & SmallCap
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.
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
