Julia Gordeyeva
& team
Sberbank CIB
Sberbank CIB debuts in third place under the guidance of Julia Gordeyeva. “Performance has not been reflective of the stocks’ good industry fundamentals, growth in sales and earnings, and attractive valuations — but we continue to see value for a fourth year in a row,” she says. Investors should take advantage of recent share-price volatility to buy into the sector at relatively low multiples of earnings before interest, taxes, depreciation and amortization, she adds. The Russia-based team is urging clients to buy two of that country’s most prominent residential developers, Etalon Group (which is headquartered in the Channel Islands) and PIK Group, on valuation as well as strong growth prospects. “She is an independent thinker who’s not afraid to speak her mind,” cheers one backer. — Leslie Kramer