Joaquin Ley & team

摘要

Joaquin Ley, 36, steers the three-member Santander team to a second straight No. 1 finish. Investors say Ley, who is based in Mexico City, has "superb timing" and "excellent stock-picking skills." Case in point: In December the team urged clients to buy Dufry South America, a Bermuda-based company that operates duty-free shops in airports throughout the region, which it deemed undervalued at R12. The stock had flown to R27.50 by late July, an incredible 129.2 percent advance that left the sector's 36.7 percent gain sitting on the tarmac. Jumping from runner-up to second place is the J.P. Morgan team of four analysts led by New York-based Andrea Teixeira. The team, known by clients for its "outstanding predictions" and "unique strategic thinking," upgraded Natura Cos-meticos to buy in October, at R17.50, on improving profitability.