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March 2006

Most convincing and coherent strategy by country



Argentina No of companies cited: 12
‘06 Company % of votes Sector
1 Tenaris 38.17 I
2 Telecom Argentina 21.37 T
3 Banco Macro Bansud 16.79 B
Brazil No of companies cited: 27
‘06 Company % of votes Sector
1 Companhia Vale do Rio Doce (CVRD) 18.31 M
2 Petrobras 11.27 O
3 AmBev 10.33 F
4 Grupo Gerdau 8.92 I
5= Gol Linhas Aéreas Inteligentes 4.69 A
5= Banco Itaú Holding Financeira 4.69 B
Chile No of companies cited: 18
‘06 Company % of votes Sector
1= Sociedad Química y Minera de Chile (SQM) 15.13 Ch
1= Cencosud 15.13 R
3 LAN Airlines 8.40 A
4 S.a.c.i Falabella 7.56 R
Colombia No of companies cited: 8
‘06 Company % of votes Sector
1 Bavaria 36.36 F
2 Bancolombia 27.27 B
3 Banco de la República Colombia 9.09 B
4 ISA 7.58 U
Ecuador No of companies cited: 1
‘06 Company % of votes Sector
1 Supermaxi 100.00 R
Mexico No of companies cited: 21
‘06 Company % of votes Sector
1 América Móvil 23.90 T
2 Cemex 16.10 C
3 Walmex/Wal-Mart de México 9.27 R
4 Teléfonos de México (Telmex) 8.29 T
5 Corporación GEO 6.83 RE
Peru No of companies cited: 7
‘06 Company % of votes Sector
1 Compaía de Minas Buenaventura 31.67 M
2 Banco de Crédito BCP 28.33 B
3 Southern Peru Copper Corporation 21.67 M
4 Minera Yanacocha 6.67 M
5 BBVA Banco Continental 5.00 B
Venezuela No of companies cited: 6
‘06 Company % of votes Sector
1 Mercantil Serv Fin 28.57 B
2= Cantv 22.86 R
2= Manpa 22.86 P
4 Petróleos de Venezuela 11.43 O
5 Cemex Venezuela 8.57 C


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