THIRD TEAM
David Perry & team Goldman Sachs International
Inching up to the third team from runner-up, David Perry’s quartet at Goldman Sachs International impressed allies by downgrading Italy’s Finmeccanica in June 2009, at €9.54. That was a little early, but in January 2010, when shares of the military-aircraft provider reached €11.19, Perry slashed his earnings estimates, citing declining defense budgets. By the end of last year, the stock had dropped 10.8 percent, to €8.51. “David has an excellent feel for the markets and a deep understanding of how companies work,” insists one grateful backer.