Eva Quiroga & team, UBS
Eva Quirogas three-member team at UBS repeats in third place. The analysts plan to add to the ten companies they cover by expanding into the luxury goods space this year. London-based Quiroga is not overly optimistic heading into 2012, as the sector continues to be overexposed to Western Europe, which, she says, will remain a difficult market. The researchers currently favor manufacturers of personal care products over makers of household items, primarily because of aging, image-conscious consumers and increasingly elaborate skin-care routines in Asian markets. The best bets, Quiroga says, are companies with dominant market shares, such as French cosmetics maker LOréal. According to one buy-side backer, its this type of excellent sector analysis that sets this team apart from its rivals.
Eva Quirogas three-member team at UBS repeats in third place. The analysts plan to add to the ten companies they cover by expanding into the luxury goods space this year. London-based Quiroga is not overly optimistic heading into 2012, as the sector continues to be overexposed to Western Europe, which, she says, will remain a difficult market. The researchers currently favor manufacturers of personal care products over makers of household items, primarily because of aging, image-conscious consumers and increasingly elaborate skin-care routines in Asian markets. The best bets, Quiroga says, are companies with dominant market shares, such as French cosmetics maker LOréal. According to one buy-side backer, its this type of excellent sector analysis that sets this team apart from its rivals.