Masayuki Onozuka J.P. Morgan

Masayuki Onozuka repeats in second place. The J.P. Morgan analyst, who covers 20 companies, is a “sharp, intelligent stock picker who understands what is in the stock price — which is rather rare,” according to one money manager. Onozuka is upbeat in his outlook, noting that “hospital revenue in Japan is very solid, especially since 2009, due to political support for the enhancement of medical infrastructure in Japan.” He adds that although the pharmaceuticals industry has historically been regarded as a defensive play, that view is changing thanks to the high number of expiring patents. Astellas Pharma and Eisai Co., both of which are headquartered in Tokyo, “are now in a growth phase,” Onozuka observes.  — Leslie Kramer