JPMorgan Brazil Investment Trust
|Vale SA||11.06 %|
|B3 SA - Brasil Bolsa Balcao||7.43 %|
|Magazine Luiza SA||5.76 %|
|Itau Unibanco Holding SA ADR||5.58 %|
|MercadoLibre Inc||5.07 %|
|Lojas Renner SA||4.83 %|
|Bank Bradesco SA ADR||4.58 %|
|Localiza Rent A Car SA||4.30 %|
|Weg SA||3.38 %|
|Raia Drogasil SA||3.24 %|
|Latin America||98.59 %|
|Financial Services||31.41 %|
|Consumer Cyclical||19.32 %|
|Basic materials||13.45 %|
Sophie Bosch de Hood
Sophie Bosch de Hood, executive director, is a regional portfolio manager for Latin America portfolios, with a specialisation in Brazil, within the Emerging Markets and Asia Pacific Equities Team based in New York. Sophie joined the firm in 1999 in the client side and in 2001 transitioned to work in research covering consumer and industrial companies in Latin America and EMEA. Sophie holds a B.A. in Business Management from the Wharton School and a B.S. in International Relations from the College of Arts and Science at the University of Pennsylvania. She speaks Spanish, English and Portuguese fluently.
Luis Carrillo, managing director, is a regional portfolio manager and the head of the Latin America Group, with a specialisation in Mexico, within the Emerging Markets and Asia Pacific Equities Team. He joined the firm in 1998 and is based in New York. Previously he was with several consulting firms where he offered strategic and financial advice concerning Latin America and Asia. Luis holds a B.S. degree in engineering and a graduate degree in industrial engineering from the Universidad Anahuac in Mexico. He holds an M.B.A. in finance from the Wharton School of the University of Pennsylvania.
Data provided by Morningstar.
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