THIRD TEAM

Tsutomu Fujita Citi Citi’s

Tsutomu Fujita, who repeats in third place, “thinks out of the box and writes thematically,” according to one portfolio manager. Robust growth and large infrastructure investment in emerging markets prompted Fujita to urge clients to invest in industrials; among the stocks he recommended in March were Yamanashi-based Fanuc Corp., the world’s largest maker of industrial robots, and Komatsu, a construction-equipment manufacturer headquartered in Tokyo. By the end of February, the stocks had shot up 45.2 percent and 39.5 percent, respectively; during the same period Japan’s broad market gained just 5.6 percent. In January, Fujita became director of Citigroup Global Markets Japan; Kenji Abe was appointed his successor as chief Japan equity strategist.

Polling and tabulation of data as well as reporting on the sector profiles were completed before the March 11 Tohoku earthquake.