Victoria Lee & team, Barclays Capital
The four-strong Barclays Capital squad takes the second tier for a second straight year, this time under the sole leadership of Victoria Lee. (Former co-captain Julian Easthope now covers the luxury goods sector.) The London-based researchers are mostly bearish on the 23 companies they cover. “It is too early to play the recovery angle,” Lee says, noting that her team is especially cautious on hotels: “We believe that the hotel names tend not to outperform in periods of low or no growth.” The crew dubbed U.K.-based Compass Group its top pick for this year on the belief that the contract food-service and catering company will weather a recessionary storm. “Vicki is a delightful analyst to work with because you can tell she honestly loves her work and getting geeky on her companies,” cheers one client. “Her work is thorough and well thought out — which translates well into generating alpha.”
The four-strong Barclays Capital squad takes the second tier for a second straight year, this time under the sole leadership of Victoria Lee. (Former co-captain Julian Easthope now covers the luxury goods sector.) The London-based researchers are mostly bearish on the 23 companies they cover. “It is too early to play the recovery angle,” Lee says, noting that her team is especially cautious on hotels: “We believe that the hotel names tend not to outperform in periods of low or no growth.” The crew dubbed U.K.-based Compass Group its top pick for this year on the belief that the contract food-service and catering company will weather a recessionary storm. “Vicki is a delightful analyst to work with because you can tell she honestly loves her work and getting geeky on her companies,” cheers one client. “Her work is thorough and well thought out — which translates well into generating alpha.”