SECOND TEAM
Mark McVicar & team Nomura International
Rising one tier to the second team, Nomura International’s Mark McVicar and his four-member squad have “interesting ideas and a fresh approach,” as one money manager puts it. The analysts upgraded Denmark’s DSV from neutral to buy in December 2009, at 88.18 Danish kroner, on valuation. Through December 2010 shares of the logistics provider advanced 39.8 percent, to Dkr123.30. In October they upgraded Switzerland’s Kuehne + Nagel International from neutral to buy, at Sf116.80, owing to its expansion into emerging markets. The freight hauler’s shares had jumped 11.3 percent, to Sf130, by the end of the year.