The 2014 All-Europe Research Team: Beverages, No. 1: Trevor Stirling & team
Institutional Investor Research is part of the Delinian Group, Delinian Limited, 4 Bouverie Street, London, EC4Y 8AX, Registered in England & Wales, Company number 00954730
Copyright © Delinian Limited and its affiliated companies 2024

Accessibility | Terms of Use | Privacy Policy | Modern Slavery Statement

The 2014 All-Europe Research Team: Beverages, No. 1: Trevor Stirling & team


< The 2014 All-Europe Research Team

Trevor Stirling

& team Sanford C. Bernstein First-Place Appearances: 4

Total Appearances: 7

Team Debut: 2008 Trevor Stirling and his Sanford C. Bernstein colleagues take top honors for a fourth straight year. The London-based trio follows seven companies, and Stirling, 52, believes the group will face headwinds in the coming year. “Long term the European beverages names are likely to continue to outperform the market due to superior sustainable earnings growth. However,” he warns, “short-term the sector is likely to tread water until there is evidence of a revival in emerging-markets growth.” One stock the analysts do like in the interim, though, is the U.K.’s Diageo. Although the owner of best-selling brands Baileys, Guinness, Smirnoff and Johnnie Walker has not been immune to slowdowns in developing markets, he explains, “we believe that the breadth of its geographic exposure and the strength of its franchises is underestimated and that today represents an attractive entry point to a long-term success story.” Investors say they value this advice. “Trevor is the only analyst writing regular deep-dive reports on big drivers for the alcohol industry, such as long-term outlook for the scotch industry and what is going on with the beer industry in Africa,” cheers one California-based buy-side analyst.


In changing times, Mislav Matejka and his equity strategy team at J.P. Morgan are big vote-getters on the 2017 All-Europe Research Team.
Deutsche Bank rises one rung to share third place with Morgan Stanley.
Money managers still crave meetings with corporate leaders even as the rules governing such interactions are changing.
Gift this article