THIRD TEAM

Kathryn Huberty  Morgan Stanley

Kathryn Huberty of Morgan Stanley repeats in third place. “Katy has had some great stock calls — particularly in data analytics, PCs and hard drives — and is great at combining her field work with longer-term trends to make investment recommendations,” explains one buy-side advocate. One call that created a stir: Huberty downgraded Lexmark International from equal weight to underweight in July 2010, at $33.01, noting that the Lexington, Kentucky–based manufacturer of printers and other computer peripherals was losing market share to such competitors as Hewlett-Packard Co. The downgrade sparked a sell-off, with Lexmark shares plunging as much as 9 percent in intraday trading before regaining lost ground. By the end of August 2011, the stock had slipped 3.2 percent, to $31.96, and lagged the sector by 19.7 percentage points.