The bulls' ace last year: Sarah Ketterer, chief executive at Causeway Capital Management.

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Sarah Ketterer is the CEO of Causeway Capital, which she co-founded in 2001.

FORBES: Sarah Ketterer Gains 24 Pct in 2012 - Her Top Q4 Buys

Behind Ketterer was Joseph Zock, president and portfolio manager at New York's Capital Management Associates, with a 25% gain on freight outfit CNF.

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Now Ketterer likes banking and insurance concern ING Group, applauding the Dutch company's financial health, its willingness to ditch lagging business units and its push into new locales.

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