Kathryn Huberty Morgan Stanley

In 2007 and 2008 money managers appointed Kathryn Huberty to the Next Generation, Institutional Investor’s exclusive roster of the best up-and-coming analysts (those who have been publishing in a sector for three years or less). This year the Morgan Stanley analyst validates voters’ early impressions by debuting in the No. 3 spot. “Katie has consistent views on her stocks and is especially strong on the hard-drive names,” explains one money manager. Huberty upgraded Cupertino, California–based computer maker Apple from neutral to overweight in February, although a few weeks later and at a few dollars higher than the first-teamer’s similar call. Huberty believed that the stock was attractively valued in light of the new products the company was about to bring to market, including the iPad and the next generations of iPhones. The stock surged 20.3 percent, from $202 to $243.10, and outpaced the sector by 23.4 percentage points, through August.