Consumer – Leisure & Hotels : First
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Consumer – Leisure & Hotels : First

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Jamie Rollo & team

Morgan Stanley

"Jamie's long experience covering these companies makes his research a must-read."

Jamie Rollo shepherds Morgan Stanley's four-member team to first place for a ninth straight year — and for the tenth time in 11 years. The London-based analysts, who track 26 stocks, "produce excellent, in-depth research and very timely updates on releases and results, with high-quality financial analysis," cheers one U.K.-based buy-side researcher. Throughout last year the team advised clients to minimize risk by sticking with large-cap companies; top picks included England-based hotel operators InterContinental Hotels Group and Whitbread, which gained 31.6 percent (split-adjusted) and 60.6 percent, respectively, in 2012. (During the same period the sector advanced by 24.4 percent.) This year the crew is backing midcaps, on the belief that their increased risk is offset by greater upside potential; recommendations include Thomas Cook Group, a travel services provider headquartered in the U.K. — Katie Gilbert


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