< The 2014 All-America Research TeamChristopher SchottJ.P. MorganFirst-place appearances: 0

Total appearances: 6

Team debut: 2009After two years as a runner-up, J.P. Morgan’s Christopher Schott advances to third place, earning praise for the “level of detail in his models,” as one fund manager puts it. Schott, who also climbs from No. 3 to No. 2 in Pharmaceuticals/Specialty, sees this sector as being “in the midst of a significant pipeline recovery that is creating attractive opportunities, with important pipeline updates expected over the next 12 to 18 months.” In particular, he deems New York–based Bristol-Myers Squibb Co. “well positioned heading into a number of important clinical updates later this year and in 2015 that represent significant derisking events for the company’s pipeline.” Moreover, he sees the drugmaker’s “immuno-oncology portfolio, which effectively uses the body’s immune system to fight cancer, as an $8 billion to over $10 billion opportunity for the company” that is not fully reflected in the share price. His $60 target price represents a 20.1 percent premium to the stock’s value in mid-September.