Jamie Rollo & team Morgan Stanley
The buy side says: “Jamie has an amazing capacity to analyze quickly the financial implications of the news flow.”
It’s six straight years at No. 1 for Jamie Rollo’s four-member team at Morgan Stanley. Money managers say Rollo, 38, is an “exceptionally strong stock picker” who provides “detailed and thoughtful analysis.” The analysts elevated Hanover, Germany–based travel- and tourist-services provider TUI to top pick back in August 2009, at €5.26, telling clients that the market was understating the impact of planned state-loan guarantees, among other factors. The stock had soared 72.1 percent, to €9.05 — and outpaced the sector by 44.8 percentage points — by late September 2010, when the analysts deemed the shares fully valued and lowered their rating to neutral. The downgrade may have been a bit premature; however. By the end of the year, the stock had climbed 16 percent further, to €10.50.
