Trevor Stirling & team Sanford C. Bernstein
The buy side says: “The depth and accuracy of their research is truly impressive.”
The Sanford C. Bernstein trio captained by Trevor Stirling rockets from third place to capture the crown for the first time. The analysts highlighted their buy rating on Carlsberg in January 2010, at 392 Danish kroner, citing strong growth at the Copenhagen-based brewery. In October, after the stock had bubbled up 50.3 percent, to Dkr589, and outperformed the sector by 35 percentage points, the team downgraded it to hold, on valuation. By the end of the year, the share price had slipped to Dkr558.50, a 5.2 percent loss that trailed the sector by 7.7 points. “Brilliant pick!” declares one buy-side enthusiast. Stirling, 49, earned a master’s degree in engineering at Cambridge University’s Sidney Sussex College in 1984 and an MBA at Insead in Fontainebleau, France, in 1989. He joined Bernstein in 2004 after working as a marketing strategist at various beverage manufacturers, including the U.K.’s Guinness and Diageo, and establishing his own business, Stirling Wines.