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Holger Blum, 理查德帕克斯 & 团队 |
德意志银行 |
“他们年复一年逐年惊喜。” |
连续第二年,Deutsche银行的五个强大的小队共同占据霍尔格布鲁姆和理查德帕克斯捕获第一名。Blum,40,总部位于苏黎世,联合指导(与Yi-dan Wang)的医疗技术和服务的第2支球队,并掌握了瑞士覆盖范围的船员。Parkes,39,与其他两位团队成员一起出局;第五分析师依据在法兰克福。该集团涵盖了14股,比去年更多,并计划今年进一步扩大覆盖范围。Praised for their "detailed and correct fundamental industry and company analyses as well as accurate stock recommendations," in the words of one U.S.-based money manager, the researchers have a positive outlook on the sector, thanks to an easing regulatory environment and an uptick in research and development activity. Top picks for the year include Algeta, a cancer-drug developer headquartered in Norway, and Switzerland's Actelion. "We believe the shares of both are still being undervalued, given the opportunity for new drugs that should be approved in 2013," says Parkes. —Leslie Kramer. |