Total appearances: 3
Team debut: 2012
Advancing from runner-up to take second place on this list is BTG Pactuals Renato Mimica, who likewise advances to No. 3 in Transportation this year. From his base in São Paulo, the analyst reports on six Brazilian capital goods names, earning investor praise for his abiding caution on the sector, especially the autos industry. Rio Grande do Suls Randon, a diversified manufacturer of auto parts and road equipment, has long earned a neutral rating from Mimica, owing to a slump in auto production and flat vehicles demand resulting from credit tightness. Going forward, he prefers São Paulobased auto-parts provider Iochpe-Maxion because of its international exposure. Mimica thinks like an investor, proclaims one portfolio manager.