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Industrials

In first place for a third straight year is Marina Alexeenkova of Renaissance Capital,whom one money manager calls a "good interpreter of the industrywide situation." Alexeenkova, 35, told investors in March that last fall’s sell-off of Russian equities had left some great stocks undervalued. Among the names she urged them to buy was a longtime favorite, fertilizer producer Akron.

Marina Alexeenkova Renaissance

second team Elena Sakhnova VTB

third team Gennady Sukhanov Troika

In first place for a third straight year is Marina Alexeenkova of Renaissance Capital,whom one money manager calls a "good interpreter of the industrywide situation." Alexeenkova, 35, told investors in March that last fall’s sell-off of Russian equities had left some great stocks undervalued. Among the names she urged them to buy was a longtime favorite, fertilizer producer Akron. Through April Akron’s shares had grown a healthy 88.1 percent. During the same period the industrials sector advanced 24.1 percent. Elena Sakhnova , who spent the past two years in third place, rises one rung to reclaim the No. 2 spot. The VTB Capital analyst published a well-received report in March, "Russian Fertilizers: Time to Sow?," in which she made the case for an impending recovery in the fertilizer markets. Sakhnova dubbed Uralkali, the nation’s leading potash producer, grossly undervalued at $1.26. The stock shot up 90.2 percent, to $2.40, through April. Sakhnova’s stock picks are "timely and rather conservative, to avoid being caught in a bubble," observes one impressed investor. Troika Dialog’s Gennady Sukhanov , who slips a notch to third, acknowledges being a bit early in predicting that a rise in infrastructure spending would give the sector a needed boost; industrials trailed the broad market by 13 percentage points last year. Still, Sukhanov did highlight some outperformers, such as turbine manufacturer Ruspolimet. Recommended in July, the stock outpaced the sector by 38.2 percentage points through April.

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All-Russia Research Team Rankings