Technology, Media & Telecommunications – Technology/Software: Third
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Technology, Media & Telecommunications – Technology/Software: Third

Marc Geall & team

Deutsche Bank

Deutsche Bank’s two-member team falls from second place to third. Led by London-based Marc Geall, the pair produces “especially thoughtful research on the emergence of long-term trends in technology,” in the words of one money manager. Another says the team has been “exceedingly helpful” with sector research — “in particular with the company SAP.” The Germany-based business-management software developer was the analysts’ top pick for 2012. In fact, Geall liked the company so much that he moved there in November to direct corporate strategy. The call worked out well for clients, too: SAP shares rocketed 50.3 percent last year and outpaced the sector by 7.7 percentage points. Deutsche’s technology team now covers the software sector.

Pam Baker


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