Daniel Gewehr
Santander
First-place appearances: 3

Total appearances: 5

Team debut: 2009

Santander’s Daniel Gewehr, who repeats in second place, “is knowledgeable and thorough, and gives sound advice that we trust,” according to one buy-side loyalist. The analyst monitors four companies from his base in São Paulo. In February, after his proprietary investor survey showed a significant drop in enthusiasm for the sector overall, he downgraded Diagnósticos da América from buy to hold, at 14.07 reais, largely on valuation. By mid-July shares of the São Paulo–based provider of X-rays and other medical diagnostic services had tumbled 18.6 percent, to 11.46 reais; during the same period the sector was down 22.4 percent. Gewehr’s pessimism remains. The sector, he says, will likely “continue to underperform [because of] high inflation, lack of pricing power and slower economic growth.” This year, Gewehr also ranks third in Capital Goods. — Ben Mattlin