Wolfe Trahan & Co.
In second place for a second year running is Edward Wolfe of Wolfe Trahan & Co. (formerly Wolfe Research; in February, Wolfe welcomed François Trahan, No. 1 in Portfolio Strategy and No. 2 in Quantitative Research, to his firm). Wolfe impresses investors with his “tremendous knowledge” and “breadth of contacts.” The combination leads to some moneymaking calls, too. Case in point: In November he initiated coverage of Atlas Air Worldwide Holdings with an outperform rating, at $28, largely on the Purchase, New York–based cargo carrier’s new fleet of large, fuel-efficient airplanes. The stock soared to $60 in July but had dipped to $43.34 by late August, a gain of 54.8 percent since November that beat the sector by 46.7 percentage points.