Small & Midcapitalization Stocks – Small- & Midcapitalization Stocks : First
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Small & Midcapitalization Stocks – Small- & Midcapitalization Stocks : First



Benjamin Kohnke,

Uwe Schupp & team

Deutsche Bank

"They provide a consistent analytical framework."

Capturing a third straight first-place finish is Deutsche Bank's team of five, co-piloted this year by newcomers Benjamin Kohnke, 35, and Uwe Schupp, 39. The Frankfurt-based group earns plaudits for its "knowledge of the key differentiators between companies," as one money manager puts it. The analysts are steering clients away from cyclicals and "the usual macro plays like automotive suppliers and broad-based engineering companies," Kohnke says, and toward secular growth stocks. Top picks include three German companies: Deutsche EuroShop, a real estate play that has good refinancing options; CTS Eventim, Europe's market leader in ticketing and managing live entertainment, which is poised to benefit from industry consolidation; and Software, whose recent management hires make the enterprise software developer a promising turnaround story. Kohnke joined Deutsche Bank in 2000 after earning the equivalent of a master's degree in business administration from Germany's University of Hamburg. Schupp, who obtained a master's in business administration from Germany's Johannes Gutenberg University of Mainz, first joined the firm in 1995 as a controller. He left for stints at ABN Amro and the European Network of Equality Bodies, or Equinet, then returned to Deutsche in 2005. — Carolyn Koo

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