THIRD TEAM

Kenny Lau  Credit Suisse

Kenny Lau of Credit Suisse falls from first place to third but continues to impress clients with what one calls his “unique insights and excellent stock picking.” One example of the latter: In June 2010, Lau initiated coverage on companies within China’s textile sector on the belief that “it’s an underresearched but multiyear growing sector at an attractive valuation.” Among the outfits he recommended was Texhong Textile Group, at HK$3.28. By the end of April, shares of the Shanghai-based manufacturer of garment fabrics had catapulted 127.1 percent, to HK$7.45, and outpaced the sector by a whopping 111.2 percentage points.