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.
Globe Five Star Rating5 stars
TOP FIVE HOLDINGS
China Overseas Land & Invest2.79
Banco Bradesco SA 2.32
Lojas Renner SA1.77
Tenaris SA 1.73
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.
Ms. Perez-Coutts believes "... many emerging market economies should boast above-average economic growth in years to come with sustainable competitive advantages."
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