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It’s difficult to stand out in any industry. Lisa Ellis has a proven track record of doing just that throughout her career.
Ellis, 44, joined MoffettNathanson in 2018 to cover the payments and services sectors. She has become widely respected for her insights and research. She previously worked at Sanford C. Bernstein & Co., where she was Institutional Investor’s top-ranked payments analyst in 2017. Prior to Bernstein, Ellis spent 13 years at McKinsey & Co., most recently as a partner in the technology practice.
100 Most Influential Women in U.S. Finance
Ellis credits her consulting experience for her success. “I think about equity research differently from others who grew up in finance. I always think about industry structure and long-term secular drivers,” she says.
Awards or connections aside, analysts don’t gain the respect of Wall Street until they help fund managers make money. In November 2018, she made one of the best investment calls of the recent era, establishing the MVP moniker for
Mastercard
(ticker: MC),
Visa
(V), and
PayPal
(PYPL). Since then, the MVP group has more than doubled the performance of the
S&P 500,
generating hundreds of billions of dollars in additional market value for its shareholders.
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