Holger Blum & team, Deutsche Bank
The buy side says: “They aggressively cover all the important sectors.”
New team leader Holger Blum pilots the Deutsche Bank foursome up one level to first place; the 39-year-old, who works out of Zurich, also helms (with Richard Parkes) the top team in Biotechnology and (with Yi-Dan Wang) the No. 2 crew in Medical Technologies & Services. Blum has spent his entire professional career at Deutsche Bank, which he joined in 1998 after earning MBAs at the University of Mannheim in Germany and Western Illinois University in the U.S. His analysts cover 48 Swiss stocks, and their research provides “a broader-gauged industry view and more emphasis on the longer term, instead of just the quarterly picture,” according to one satisfied client. “We believe the resolution of the euro debt crisis will remain the principal theme in 2012,” Blum says. “Investors need to be selective.” One selection the team is recommending: Bern-based Galenica, a diversified pharmaceuticals company that the researchers believe has a strong pipeline and an earnings profile underappreciated by the Street.
