|
Andrew Wood
& team |
| Sanford C. Bernstein |
| "Andrew has a strong framework for evaluating long-term success in the companies he follows." |
For a fourth consecutive year — and for the ninth time in ten years — Singapore-basedAndrew Woodguides Sanford C. Bernstein's squad of four to first place; the 48-year-old also captains the crew celebrating its fourth straight appearance atop the roster in Household & Personal Care Products. The researchers, some of whom work out of London and New York, are cautious on this sector, largely owing to subdued organic growth and increasing headwinds from rising commodities prices. They currently have an outperform rating on only one stock, Anglo-Dutch multinational Unilever, on the belief that strategic changes implemented in the past few years — emphasizing growth in emerging markets being one example — "have started to lead to delivery of the virtuous circle of growth, where strong top-line growth drives margins, cash flow and so on," the team leader explains. Wood is "hands down the best analyst in the space," declares one money manager. —Katie Gilbert |
