Hiromichi Tamura Nomura Securities Co.

Hiromichi Tamura captures the No. 2 spot for a third year running. The Nomura Securities Co. analyst provides “comments that are useful for gaining insight into what’s going on behind the market movements,” according to one investor. Tamura predicts that the price-earnings factor will recover this year: “The long-lasting underperformance of P/E has been a headache for quant and fundamental active funds because it is a main driver of those funds,” he observes. In the meantime, companies with low price-to-book ratios that have recently revised their earnings forecasts downward are “extremely cheap,” he says. “I recommend taking a long position for these stocks.”  — Carolyn Koo