| Climbing from runner-up to third place is Amitabh Passi, who possesses “an abundance of intellectual curiosity” and “excels at connecting the dots,” according to his fans. “We have a positive bias to investing in companies in the supply chain, with a keen eye toward the macro economic environment,” the UBS researcher says. “Many of our companies have a cyclical dimension and are therefore not immune from decelerating trends. Given this backdrop we have encouraged clients to focus on those companies where there are mitigating factors to counter some of the economic headwinds and bolster the investment case further.” Among the names that meet the San Francisco–based analyst’s investment criteria are Englewood, Colorado–based component manufacturer Arrow Electronics; Avnet, a data storage systems provider headquartered in Phoenix; and set-top box maker Jabil Circuit of St. Petersburg, Florida. RUNNER(S)-UP Brian Alexander Wamsi Mohan Sherri Scribner Deutsche Bank Securities |
