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Industries - Autos & Auto Parts – First

Yankun Hou & team UBS

The buy side says: “What I like most are his gutsy stock calls.”

Unranked last year, the five-­member UBS crew shoots straight in to first place under the watchful eye of Hong Kong–based Yankun Hou, who led last year’s No. 2 team for Nomura; the 40-year-old also co-pilots a runner­-up team in Industrials. “His work is comprehensive, and he has shown good judgment on stocks,” cheers one ally. One example: The team urged investors to buy China’s Geely ­Automobile Holdings in November, at HK$1.97, on strong export growth, among other factors. The stock rocketed 54.3 percent, to HK$3.04, through March. Hou was a research scientist at Yale University’s medical school before he switched careers; he earned an MBA from New York’s ­Cornell University, then joined UBS in 2005 as an autos analyst. He moved to Lehman Brothers the following year and returned to UBS in October. — Paul ­Sweeney

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