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BNN MARKET CALL: PATRICIA PEREZ-COUTTS

BNN-Business News Network

Patricia Perez-Coutts is a vice-president and portfolio manager at AGF Funds Inc. She is the lead portfolio manager of the AGF Global Emerging Markets Fund.

FUND STATS

Total assets$505-million

MER2.84%

Globe Five Star Rating5 stars

TOP FIVE HOLDINGS

Petroleo Brasil2.96%

China Overseas Land & Invest2.79

Banco Bradesco SA 2.32

Lojas Renner SA1.77

Tenaris SA 1.73

Performance

FundGroupMSCI
1 year20.5%17.2316.59
2 year37.0832.730.22
5 year30.4626.6524.27

CURRENT PICKS

CVRD (RIO-NYSE) $46.37 (U.S.)

"CVRD [Companhia Vale do Rio Doce] boasts one of the most pristine assets, iron ore" and Ms. Perez-Coutts believes this company will be able to capitalize on the world's large appetite for the iron ore market.

America Movil (AMX-NYSE) $62.28 (U.S.)

With its headquarters in Mexico, America Movil operates in Brazil as well as Argentina, Peru, Columbia and Central America. This mobile provider pays a handsome 18-cents-a-share dividend.

Samsung Electronics Co. (SMSN-London International) $306 (U.S.)

This electronics giant has a very important footprint in the consumer space going forward and Ms. Perez-Coutts thinks Samsung will surpass its Japanese competitors.

OUTLOOK

Ms. Perez-Coutts believes "... many emerging market economies should boast above-average economic growth in years to come with sustainable competitive advantages."

BNN-Business News Network presents Market Call live Monday to Friday at 12:30 p.m. ET/9:30 a.m. PT. To send a question to coming guests, e-mail marketcall@bnn.ca.

© 2007 The Globe and Mail. All rights reserved.

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