David Beker,Felipe Hirai&Fiendbank美国美林希尔蒂 - 地方外观:1
总出现:18
团队首次亮相:1994年
在过去的六年中,这阵容的校验者,美国银行Merrill Lynch跳到第二名 - 以前最近举行的位置大卫贝克和Felipe Hirai.假设领导。三十六岁的Hirai在圣保罗出发。自2005年7月以来,他一直在该公司,加入了资产经理海套 - 格里夫,他曾担任金属和采矿分析师。他于2013年在这个名单上首次亮相 - 今年也共同指导了智利阵容(用Marcos Buscaglia)和股权战略(与Carlos Peylelongue)上的亚军职位的团队参与队伍。Hirai在圣保罗的FundaçãoGetúliovargas赢得了学士学位。Co-Captain Beker,39同样掌握了FGV的商业管理中的BA,以及来自Pontifícia1010100的经济学的硕士学位,CatólicadoSãoPaulo。He was an analyst at Unibanco Asset Management before signing on with BofA Merrill in March 2003. Beker left the firm and spent a year back on the buy side at the Ontario Teachers’ Pension Plan in Canada, returning in December 2009. The New York–based researcher, who first appeared on this list in 2012, also co-heads the排名排名的经济学集团(用Marcos Buscaglia)和第二次剧团本地 - 市场战略阵容(与Claudio Irigoyen)。一个投资经理宣布,Hirai和Beker一起举起了一个四人的船员,其“广泛的知识是第二到无”。“从历史的角度来看,没有人接近他们对巴西公司的知识。他们对我们来说是一个令人难以置信的资源。“对于今年的余额,分析师建议,投资者应专注于三个巴西部门,该部门定位于优秀:教育,私人银行和公用事业。教育服务提供商可能会继续受益于有利的人口趋势,低渗透和有吸引力的估值。这个空间中最喜欢的名字是Minas Gerais-Headquarded Kroton教育,这是最大的营利组织,拥有83国内城市的存在。The case for private banks is that already low valuations — the No. 1 and No. 2 lenders, São Paulo’s Itaú Unibanco Holding and Banco Bradesco, traded at an estimated seven times price to earnings last month — are unlikely to descend further, the squad contends, as investors’ wariness about the macro environment as well as potentially higher taxes through 2016 are priced in. Further, state-owned banks are throttling back loan growth, making the competitive environment a bit more rational. Finally, the prospects for Brazil’s utilities companies are improving in tandem with the regulatory environment, which is permitting higher tariffs, as well as the renewal of distribution concessions, the team notes. Preferred providers in this industry include São Paulo–based CPFL Energia and EDP – Energias do Brasil.