Consumer – Leisure & Hotels: Second
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Consumer – Leisure & Hotels: Second

Victoria Lee & team

Barclays

A t No. 2 for a third year running is the Barclays team of three under Victoria Lee. Last year the London-based analysts picked up coverage of two companies, for a total of 25, and Lee says the group may add more names in 2013, as interesting new stories present themselves. “We believe that a number of the winners in 2012 will be winners again in 2013,” she says. Examples include InterContinental Hotels Group and Whitbread, two U.K.-based hotel operators, which last year rose 31.6 percent (split-adjusted) and 60.6 percent, respectively. InterContinental’s restructuring plans should boost performance over the next year or two, Lee explains, while Whitbread should continue to enjoy strong growth, especially in emerging markets. “I like their in-depth research reports on individual companies and thorough analytical approach — including their excellent work on Whitbread and InterContinental,” says one London-based backer. — Katie Gilbert


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