SECOND TEAM
Inigo Fraser-Jenkins & team Nomura International
Nomura International’s Inigo Fraser-Jenkins and his team of seven drop to the second level. “Inigo invariably offers a new perspective or insight,” insists one loyalist, singling out an October report, “Is Stock Picking Dead?,” that analyzed the recent high degree of correlation among stocks’ movements. “He systematically examined all the possible drivers behind stock performance, which provided a better understanding of market dynamics,” explains one portfolio manager. Other backers cite the group’s openness about its methodologies. “Most houses are coy, even giving you one smoke screen after another, but not the Nomura quants,” insists another backer.
