Daniel Gewehr & team Santander
The buy side says: “Daniel is always available to exchange ideas.”
We divided Aerospace, Transportation & Industrials this year into Capital Goods and Transportation, and debuting atop this new sector is the three-analyst Santander team led by São Paulo–based Daniel Gewehr, who also leads the top-ranked crew in Health Care. Gewehr, 29, “is a well-connected analyst with deep knowledge,” applauds one investor. The team earns acclaim for initiating coverage on Brazil’s Marcopolo in May 2010 with a buy, at a split-adjusted 3.45 reais, on the strength of the vehicle manufacturer’s exposure to high-growth emerging markets such as India. By the end of July 2011, the shares had raced to R6.33, for a gain of 83.5 percent that left the sector’s 29.1 percent rise choking on dust. In November the first-teamers downgraded Weg from buy to hold, at R22.13, on valuation. The Brazil-based industrial-motor maker’s stock slid 24.3 percent, to R16.74, through July. Gewehr joined Santander in 2007 after directing equity research for the pension fund of Brazilian steelmaker Gerdau; he holds a 2004 bachelor’s degree in business administration and a 2007 master’s degree in finance, both from Brazil’s Universidade Federal do Rio Grande do Sul.
