The Evercore ISI Global Automotive Research Team, based in our London office, provides clients with the unique proposition of global automotive research and investment ideas from a single desk. The collaboration and communication benefits inherent to co-location enable the team to react quickly to regional developments and provide clients with informed analysis and views of the implications for global automotive stocks, which is critical for investors in a sector prone to heavy news flow.
The team, led by Arndt Ellinghorst, has been consistently ranked top 3 in major investor surveys. The team has earned a reputation for cutting edge, bottoms up analysis and thought provoking thematic research, and seeks to take a medium term view with the primary goal being to assist clients in generating alpha.
The team has a deep understanding of the industry and the associated implications for each company's financial and equity performance. Arndt has covered the sector for more than 12 years, having worked in the industry at Audi and VW prior to joining the sell side. George Galliers spent 10 years working for Ford Motor Company.