Industries – Internet – Second

Alan Hellawell & team Deutsche Bank

Alan Hellawell’s four-member Deutsche Bank crew jumps from runner-up to second place. Portfolio managers hail the team leader, who also co-directs runner-up squads in Technology/IT Services & Software and Telecommunications, for his “extensive experience and industry contacts” and “excellent stock picking.” One example: The Hong Kong–based team, which reports on 20 companies, pounded the table on Tencent Holdings in December, at HK$156.20, making the case that the holding company’s social networking platform, China’s largest, would continue to see strong growth. “We also envision the company’s open-platform initiative contributing to greater monetization going forward,” Hellawell says. The stock bolted 38.7 percent, to HK$216.60, through March. “For the remainder of 2012, we will watch those companies that are more likely to emerge from a generally uninspiring first quarter — particularly those likely to capture the upcoming bounce from Olympics-related advertising spending, spillover from tighter TV ad guidelines and market share gains,” he adds. — Pam Baker

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