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Performance Validation
To ensure we are continually improving our research offering Wilson HTM submits its equity research recommendations to external independent bodies for measurement and reporting.
Market Leading Coverage
Wilson HTM supplies its equity research recommendations to Thomson Reuters StarMine the world’s largest and most trusted source of objective equity research performance ratings.
Thomson Reuters StarMine provides Wilson HTM with proven, fair, and rigorous tools designed to independently and objectively measure analyst and research team performance.
Wilson HTM ranked:
- #1 in Australia / New Zealand for quality of analyst, as measured by percentage of 4 and 5 star analysts by recommendations*
- #1 in Australia / New Zealand for read share of small cap research by institutional investors*
- #1 Stock Pickers in Diversified Industrials and Retailing & Consumer Goods^
- #2 Broker in Australia / New Zealand for profitability of recommendations*
- Top 3 in 4 sectors - energy, industrials, health care and consumer discretionary*
Whilst Financial Year 2010 was a strong year, Wilson HTM’s equity research recommendations have resulted in a Top quartile rating in 3 of the last 4 years.
* For the 12 months ending June 30, 2010 among the following peers: Austock Limited, BBy Ltd., BofA Merrill Lynch, Citi, Credit Suisse, Deutsche Bank Securities, Goldman Sachs JbWere, JPMorgan, Macquarie Research Equities, Moelis Australia Securities, Morgan Stanley, RBS, UBS
^ Results of the Australian Financial Review and StarMine Top Analyst awards of 2010 for Australia and New Zealand. Based on StarMine's 2010 annual survey of analyst performance for Australia / New Zealand
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Our equity research recommendations have returned 16.32% p.a. versus the Small Ordinaries Accumulation Index which has returned 8.48% p.a. in the eight years from July 1 2002 to 30 June 2010.
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