< The 2014 All-Europe Research Team

2014-03-tom-johnson-all-europe-research-team-holger-blum.jpg

2014-03-tom-johnson-all-europe-research-team-yi-dan-wang.jpg
Holger Blum,
Yi-Dan Wang
& team
Deutsche Bank
First-Place Appearances: 1

Total Appearances: 10

Team Debut: 2002

Deutsche Bank headlines this roster for the first time, rising from the second-place position it held for three years. Under the guidance of Holger Blum and Yi-Dan Wang, the trio covers 18 stocks from offices in Frankfurt, London and Zurich. Clients praise the analysts for providing what one backer dubs their “very detailed work” on British orthopedics manufacturer Smith & Nephew and on the implant subsector. “The long-term record of their calls on these names has been terrific,” the investor adds. Favored among health care services names is Switzerland’s Galenica, which enjoys “transformational growth potential from its pharmaceuticals division after two [U.S. Food and Drug Administration] approvals in 2013,” reports Wang, 41. In the medical technology subsector, she says, the researchers recommend a trio of names: Denmark’s Coloplast, thanks to its “enviable sustainable growth,” and GN Store Nord, as an “underappreciated structural growth idea”; and Switzerland’s Straumann Holding, owing to its “multiyear restructuring story.” All four stocks are forecast to deliver upside of at least 20 percent in the coming year. Going forward, the analysts urge investors to remain highly selective between and within the subsegments of the sector, given the diverse nature of the broader group. Wang joined Deutsche in 2000 to track pharmaceuticals then transitioned to help build coverage of this sector. She previously worked as an auditor at Ernst & Young and holds a degree in biochemistry from the U.K.’s University of Bath. Blum signed on with the firm in 1998 as a health care analyst, after earning a bachelor’s degree in finance and marketing from Western Illinois University in the U.S. then an MBA from the University of Mannheim, Germany. The 41-year-old also leads a team that merits a runner-up position for coverage of Switzerland.

See also Holger Blum and Yi-Dan Wang's profiles in the 2013 All-Europe Research Team and 2012 All-Europe Research Team.