Daniel Gewehr
& team
Santander
First-place appearances: 3

Total appearances: 8

Team debut: 2004

Tumbling from first place to third is the Santander trio captained by Daniel Gewehr; the São Paulo–based leader also directs the No. 2 team in Health Care. “Daniel understands investors,” declares one fund manager. The analysts, who track six stocks, hold a cautious view, owing to “given valuations and recent downward revisions” in anticipated real gross domestic product growth across the region, Gewehr explains. One exception: Randon. They dubbed the truck-components supplier a top pick in July 2012, at 8.31 reais, largely on the Brazil-based manufacturer’s capital investments and capacity reductions. Twelve months later the stock was up 39.6 percent, to 11.60 reais, and ahead of the sector by 5.8 percentage points. — Ben Mattlin