Rodney Whitehead & team Deutsche Bank
The buy side says: “They have excellent conviction stock analysis.”
Defending the crown they won last year is the trio of analysts directed by Deutsche Bank’s Rodney Whitehead, 51. Clients credit the team with offering “good access to management, mastery of the financials and an ability to turn their expertise into winning stock recommendations.” One example: In March the analysts highlighted their long-standing buy on Bermuda-based Signet Jewelers, first recommended back in February 2009, largely on signs of recovery in the U.S. jewelry market. By late December the stock had leapt 31.2 percent since the reiteration, from 2,105p to 2,762p, and outpaced the sector by 28.2 percentage points. Whitehead is “very close to his companies, readily accessible to investors, and guided his team excellently through the downturn in 2007 and 2008 and was early in catching the upturn,” marvels one portfolio manager.
