Eric KatzmanDeutsche Bank SecuritiesMoney managers say “detailed models” and “deep thought pieces that are out of the ordinary and provide real insight” help Eric Katzman win the No. 2 spot for a second straight year. In July 2011 the Deutsche Bank Securities analyst advised investors to sell their shares of Diamond Foods, on the belief that the San Francisco–based snack food distributor’s $76.03 price tag was just nuts. Diamond’s been in the rough ever since: The stock plummeted 74.1 percent, to $19.67, through August 2012; during the same period the sector inched up 2.1 percent. Generally neutral on the rest of the sector, Katzman is directing clients toward companies whose valuations are nearing their historic lows and that are demonstrating strong growth relative to their peers’. Examples include Minneapolis-based General Mills, whose product portfolio includes Betty Crocker cake mixes, Green Giant canned and frozen vegetables and Häagen-Dazs ice cream; fruit-spread and peanut-butter maker J.M. Smucker Co. of Orrville, Ohio; and Battle Creek, Michigan’s Kellogg Co., one of the world’s largest manufacturers of cereal and other breakfast foods.