Total appearances: 16
Team debut: 1994
Its three years in a row at No. 2 on this lineup for Credit Suisses twosome under the stewardship of Vinicius Canheu, 35. Vinicius is an excellent analyst, one fund manager declares. In addition to focusing on the valuations of companies, he recognizes exogenous situations that strengthen the case. He is not tied to the spreadsheet. For example, in March the São Paulobased pair upgraded EDP Energias do Brasil from neutral to outperform, advising that the market was discounting improvements in the companys power generation operations that would soon prove accretive to earnings. By the middle of July, shares of the diversified Brazilian electricity provider had jumped 39.9 percent, to 12.45 reais, and led the regional sector by 37.2 percentage points. Of the 16 regional utilities the Credit Suisse duo actively tracks, EDP remains a favorite, with a price objective of 13 reais.