Mark Troman & team BofA Merrill Lynch
second teamAndreas Willi & team J.P. Morgan
third teamCarl Frederic Stahl & team UBS
Mark Troman, 39, who leads the BofA trio back to the top after a year in second place, was the first and only one to take a positive stance in January, which was the right call, recalls one happy client. The teams top performers of 2009 include British beverage-dispensing-machine manufacturer IMI, recommended two weeks into the new year for its strong balance sheet, among other factors. Through December, IMI shares surged a heart-stopping 89.4 percent, from 273.75p to 518.50p, and outperformed the sector by 47.2 percentage points.
Slipping one rung to second place is J.P. Morgans outstandingly productive and thought-provoking duo under the direction of Andreas Willi. In July the analysts upgraded Frances Schneider Electric from neutral to overweight, at 60.22, on its pricing power and emerging-markets exposure. Shares of the electricity-control-equipment supplier jumped 35.8 percent through December, to 81.78, surpassing the sectors gain by 20.7 points. Andreas is the benchmark against which other analysts in the sector should be measured, asserts one ally.
Carl Frederic Stahl guides the seven-strong UBS team to a second straight third-place finish. The Stockholm-based squad urged clients to buy Schneider some four months earlier and 15 cheaper than the team at No. 2. From the UBS teams valuation-based buy recommendation in March through December 31, the stock catapulted 90.2 percent. They are precise, clear and correct top quality all the way, applauds one grateful investor.
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