Institutional Investor's Alpha Magazine - March 2008 - (Page 54)

Hedge Funds Rank European Analysts Alpha retabulated the results of Institutional Investor’s 2008 All-Europe and Emerging EMEA research teams, counting only votes cast by hedge funds. Eighteen ﬁrst-place squads differ from those that rank ﬁrst in the overall surveys. Developed Europe Industries Chemicals Themis Themistocleous & team UBS SECOND TEAM Medical Technologies & Services Michael Jüngling & team Merrill Lynch Specialty & Other Finance Philip Middleton & team Merrill Lynch SECOND TEAM Aerospace & Defense Colin Crook & team UBS SECOND TEAM Michael Eastwood & team Morgan Stanley THIRD TEAM Steven East & team Credit Suisse THIRD TEAM Andrew Benson & team Citi RUNNER-UP Metals & Mining Jeremy Gray, Michael Shillaker & team Credit Suisse SECOND TEAM Bruce Hamilton & team Morgan Stanley THIRD TEAM Simone Glass & team UBS RUNNERS-UP Charles Armitage & team Merrill Lynch RUNNER-UP Andrew Stott & team Merrill Lynch Paul Galloway & team UBS THIRD TEAM Carolyn Dorrett & team Citi; Daniel Davies, Rupak Ghose Credit Suisse Scott Babka & team Morgan Stanley Autos & Auto Parts Adam Jonas & team Morgan Stanley SECOND TEAM Food Producers Charles Mills, David Alexander Molloy & team Credit Suisse SECOND TEAM Sylvain Brunet & team Exane BNP Paribas RUNNERS-UP Daniel Fairclough, Jason Fairclough Merrill Lynch; Wiktor Bielski & team Morgan Stanley Technology/Software James Dawson, Patrick Standaert & team Morgan Stanley SECOND TEAM Nicolas Sochovsky & team Merrill Lynch THIRD TEAM Max Warburton & team UBS THIRD TEAM Jeremie Papin, Christopher Will & team Lehman RUNNERS-UP Victoria Buxton, Alexander Smith & team Lehman RUNNERS-UP Oil & Gas Mark Iannotti, Alastair Syme & team Merrill Lynch SECOND TEAM James Clark & team Credit Suisse THIRD TEAM Raimo Lenschow & team Merrill Lynch RUNNER-UP Gaëtan Toulemonde & team Deutsche; Stefan Burgstaller & team Goldman Sachs Andrew Wood Sanford C. Bernstein; Michael Steib, Daniel Wakerly & team Morgan Stanley; Alan Erskine & team UBS Neil Perry & team Morgan Stanley THIRD TEAM Michael Briest & team UBS Lucy Haskins, Michael Pickup & team Lehman RUNNERS-UP Telecommunications Equipment Kulbinder Garcha & team Credit Suisse SECOND TEAM Banks Stuart Graham & team Merrill Lynch SECOND TEAM Household & Personal Care Products Andrew Wood Sanford C. Bernstein Edward Westlake & team Credit Suisse; Jonathan Rigby & team UBS Timothy Boddy & team Goldman Sachs THIRD TEAM Kian Abouhossein, Carla Antunes da Silva & team JPMorgan THIRD TEAM Simon Samuels & team Citi RUNNER-UP Insurance Brian Shea & team Merrill Lynch SECOND TEAM Pan-European Small& Midcapitalization Stocks Pedro Baptista & team UBS Adnaan Ahmad, Peter Dionisio & team Morgan Stanley Alastair Ryan & team UBS Mark Cathcart & team Deutsche Paper & Packaging Myles Allsop UBS SECOND TEAM Telecommunications Services Nicholas Delfas & team Morgan Stanley SECOND TEAM Beverages Nico Lambrechts & team Merrill Lynch SECOND TEAM THIRD TEAM Andrew Crean & team Citi RUNNERS-UP Jesus Romero & team Merrill Lynch THIRD TEAM Mathias Carlson Deutsche THIRD TEAM David Belaunde, Ian Shackleton & team Lehman THIRD TEAM Robin Mitra & team Credit Suisse; Richard Burden & team Goldman Sachs Raj Sinha & team JPMorgan RUNNERS-UP Lars Kjellberg Credit Suisse Alexandra Oldroyd & team Morgan Stanley RUNNERS-UP Leisure & Hotels Jamie Rollo & team Morgan Stanley SECOND TEAM Pharmaceuticals Andrew Baum & team Morgan Stanley SECOND TEAM Justin Funnell & team Credit Suisse; Christian Kern, Graeme Pearson & team Lehman Graeme Eadie, Jonathan Fell & team Deutsche; Melissa Earlam & team UBS Simon Champion & team Deutsche THIRD TEAM Johannah Walton, Matthew Weston & team Lehman THIRD TEAM Tobacco David Hayes & team Lehman SECOND TEAM Building & Construction Mark Stockdale & team UBS SECOND TEAM Leslie Zarka & team Citi RUNNER-UP Graham Parry & team Merrill Lynch Adam Spielman Citi Simon Larkin & team ABN Amro Arnaud Pinatel & team Exane BNP Paribas THIRD TEAM Property Harm Meijer & team Luxury Goods Antoine Colonna & team Merrill Lynch SECOND TEAM JPMorgan SECOND TEAM Transport Menno Sanderse & team Morgan Stanley SECOND TEAM Michael Betts, Robert Crimes JPMorgan RUNNER-UP Martin Allen & team Morgan Stanley Luis Prieto & team Merrill Lynch Timothy Marshall & team UBS Melanie Flouquet JPMorgan Business & Employment Services Jaime Brandwood, Mark Shepperd & team UBS SECOND TEAM THIRD TEAM Antoine Belge & team HSBC RUNNER-UP Retailing/Food & Drug Chains Jaime Vazquez & team JPMorgan SECOND TEAM THIRD TEAM Hugo Scott-Gall & team Goldman Sachs RUNNERS-UP Andrew Ripper & team Merrill Lynch THIRD TEAM Jacques-Franck Dossin & team Goldman Sachs James Collins & team Deutsche THIRD TEAM James Anstead, David McCarthy & team Citi Andrew Beh & team Bear Stearns; Christopher Reid Deutsche; Christopher Avery, Damian Brewer & team JPMorgan Matthew Lloyd & team Goldman Sachs Capital Goods Benedict Uglow & team Morgan Stanley SECOND TEAM Media Julien Roch & team Merrill Lynch SECOND TEAM RUNNERS-UP Matthew Truman, Peter Yik & team Lehman; Eric Tibi & team UBS Utilities Per Lekander & team UBS SECOND TEAM Sarah Simon, Patrick Wellington & team Morgan Stanley THIRD TEAM Retailing/General Claire Kent, Geoffrey Ruddell & team Morgan Stanley SECOND TEAM Mark Troman & team Merrill Lynch THIRD TEAM Peter Atherton & team Citi THIRD TEAM Nicholas Bertolotti & team Credit Suisse RUNNERS-UP Patrick Marshall, Julian Mitchell & team Credit Suisse RUNNERS-UP Eric Lopez & team Credit Suisse RUNNERS-UP Rodney Whitehead & team Deutsche THIRD TEAM Daniel Cunliffe & team Bear Stearns; Andreas Willi & team JPMorgan Paul Reynolds & team Deutsche; Filippo Lo Franco & team JPMorgan; Colin Tennant & team Lehman; Polo Tang & team UBS Andrew Hughes, Matthew Taylor & team UBS RUNNER-UP Richard Edwards, Bruce Hubbard & team Citi Javier Garrido, Christopher Rogers & team JPMorgan; Simon Flowers & team Merrill Lynch; Bobby Chada, Emmanuel Turpin & team Morgan Stanley 54 • INSTITUTIONAL INVESTOR’S ALPHA • MARCH 2008 Table of Contents for the Digital Edition of Institutional Investor's Alpha Magazine - March 2008Institutional Investor's Alpha Magazine - March 2008ContentsLetter From the EditorLongs & ShortsPension Corner: Scaling BackThe Good Guys: The Dog Will See You NowCover Story: The New MathProfile: Regrowing IvyInterview: Cambridge is WatchingIn Focus: The Alarm Isn't FalseStrategies: Riding the CurveResearch Center: Top Eurpoean AnalystsAlpha Bytes: Great ExpectationsUnhedged: Commentary - Why Johnny Doesn't ShortInstitutional Investor's Alpha Magazine - March 2008Institutional Investor's Alpha Magazine - March 2008 - Institutional Investor's Alpha Magazine - March 2008 (Page Cover1)Institutional Investor's Alpha Magazine - March 2008 - Institutional Investor's Alpha Magazine - March 2008 (Page Cover2)Institutional Investor's Alpha Magazine - March 2008 - Contents (Page 1)Institutional Investor's Alpha Magazine - March 2008 - Contents (Page 2)Institutional Investor's Alpha Magazine - March 2008 - Letter From the Editor (Page 3)Institutional Investor's Alpha Magazine - March 2008 - Letter From the Editor (Page 4)Institutional Investor's Alpha Magazine - March 2008 - Longs & Shorts (Page 5)Institutional Investor's Alpha Magazine - March 2008 - Longs & Shorts (Page 6)Institutional Investor's Alpha Magazine - March 2008 - Longs & Shorts (Page 7)Institutional Investor's Alpha Magazine - March 2008 - Longs & Shorts (Page 8)Institutional Investor's Alpha Magazine - March 2008 - Longs & Shorts (Page 9)Institutional Investor's Alpha Magazine - March 2008 - Longs & Shorts (Page 10)Institutional Investor's Alpha Magazine - March 2008 - Longs & Shorts (Page 11)Institutional Investor's Alpha Magazine - March 2008 - Longs & Shorts (Page 12)Institutional Investor's Alpha Magazine - March 2008 - Longs & Shorts (Page 13)Institutional Investor's Alpha Magazine - March 2008 - Longs & Shorts (Page 14)Institutional Investor's Alpha Magazine - March 2008 - Longs & Shorts (Page 15)Institutional Investor's Alpha Magazine - March 2008 - Longs & Shorts (Page 16)Institutional Investor's Alpha Magazine - March 2008 - Longs & Shorts (Page 17)Institutional Investor's Alpha Magazine - March 2008 - Pension Corner: Scaling Back (Page 18)Institutional Investor's Alpha Magazine - March 2008 - Pension Corner: Scaling Back (Page 19)Institutional Investor's Alpha Magazine - March 2008 - The Good Guys: The Dog Will See You Now (Page 20)Institutional Investor's Alpha Magazine - March 2008 - The Good Guys: The Dog Will See You Now (Page 21)Institutional Investor's Alpha Magazine - March 2008 - Cover Story: The New Math (Page 22)Institutional Investor's Alpha Magazine - March 2008 - Cover Story: The New Math (Page 23)Institutional Investor's Alpha Magazine - March 2008 - Cover Story: The New Math (Page 24)Institutional Investor's Alpha Magazine - March 2008 - Cover Story: The New Math (Page 25)Institutional Investor's Alpha Magazine - March 2008 - Cover Story: The New Math (Page 26)Institutional Investor's Alpha Magazine - March 2008 - Cover Story: The New Math (Page 27)Institutional Investor's Alpha Magazine - March 2008 - Cover Story: The New Math (Page 28)Institutional Investor's Alpha Magazine - March 2008 - Cover Story: The New Math (Page 29)Institutional Investor's Alpha Magazine - March 2008 - Profile: Regrowing Ivy (Page 30)Institutional Investor's Alpha Magazine - March 2008 - Profile: Regrowing Ivy (Page 31)Institutional Investor's Alpha Magazine - March 2008 - Profile: Regrowing Ivy (Page 32)Institutional Investor's Alpha Magazine - March 2008 - Profile: Regrowing Ivy (Page 33)Institutional Investor's Alpha Magazine - March 2008 - Profile: Regrowing Ivy (Page 34)Institutional Investor's Alpha Magazine - March 2008 - Profile: Regrowing Ivy (Page 35)Institutional Investor's Alpha Magazine - March 2008 - Interview: Cambridge is Watching (Page 36)Institutional Investor's Alpha Magazine - March 2008 - Interview: Cambridge is Watching (Page 37)Institutional Investor's Alpha Magazine - March 2008 - Interview: Cambridge is Watching (Page 38)Institutional Investor's Alpha Magazine - March 2008 - Interview: Cambridge is Watching (Page 39)Institutional Investor's Alpha Magazine - March 2008 - In Focus: The Alarm Isn't False (Page 40)Institutional Investor's Alpha Magazine - March 2008 - In Focus: The Alarm Isn't False (Page 41)Institutional Investor's Alpha Magazine - March 2008 - In Focus: The Alarm Isn't False (Page 42)Institutional Investor's Alpha Magazine - March 2008 - In Focus: The Alarm Isn't False (Page 43)Institutional Investor's Alpha Magazine - March 2008 - In Focus: The Alarm Isn't False (Page 44)Institutional Investor's Alpha Magazine - March 2008 - In Focus: The Alarm Isn't False (Page 45)Institutional Investor's Alpha Magazine - March 2008 - Strategies: Riding the Curve (Page 46)Institutional Investor's Alpha Magazine - March 2008 - Strategies: Riding the Curve (Page 47)Institutional Investor's Alpha Magazine - March 2008 - Strategies: Riding the Curve (Page 48)Institutional Investor's Alpha Magazine - March 2008 - Strategies: Riding the Curve (Page 49)Institutional Investor's Alpha Magazine - March 2008 - Research Center: Top Eurpoean Analysts (Page 50)Institutional Investor's Alpha Magazine - March 2008 - Research Center: Top Eurpoean Analysts (Page 51)Institutional Investor's Alpha Magazine - March 2008 - Research Center: Top Eurpoean Analysts (Page 52)Institutional Investor's Alpha Magazine - March 2008 - Research Center: Top Eurpoean Analysts (Page 53)Institutional Investor's Alpha Magazine - March 2008 - Research Center: Top Eurpoean Analysts (Page 54)Institutional Investor's Alpha Magazine - March 2008 - Research Center: Top Eurpoean Analysts (Page 55)Institutional Investor's Alpha Magazine - March 2008 - Research Center: Top Eurpoean Analysts (Page 56)Institutional Investor's Alpha Magazine - March 2008 - Alpha Bytes: Great Expectations (Page 57)Institutional Investor's Alpha Magazine - March 2008 - Alpha Bytes: Great Expectations (Page 58)Institutional Investor's Alpha Magazine - March 2008 - Alpha Bytes: Great Expectations (Page 59)Institutional Investor's Alpha Magazine - March 2008 - Unhedged: Commentary - Why Johnny Doesn't Short (Page 60)Institutional Investor's Alpha Magazine - March 2008 - Unhedged: Commentary - Why Johnny Doesn't Short (Page Cover3)Institutional Investor's Alpha Magazine - March 2008 - Unhedged: Commentary - Why Johnny Doesn't Short (Page Cover4)http://www.nxtbookMEDIA.com

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