Renato Mimica & team BTG Pactual First-place appearances: 5
Total appearances: 8
Team debut: 2007 Renato Mimica leads his three-strong BTG Pactual group in São Paulo up one notch to third place on this roster and from runner-up all the way to No. 1 in Capital Goods. “I trust Renato because he has forward-thinking, money-making insights,” remarks one investor. Among the 12 regional transportation stocks the analysts monitor, Panama’s Avianca Holdings is a favorite. They initiated coverage on the airline with a buy rating in December 2013, citing its leadership position in fast-growing markets and strong earnings growth. The American depositary receipts rocketed as high as $18.39 in mid-January before settling to $16.66 in late July, for a gain of 16.1 percent since they began reporting on the name. Over the same period the sector gained 5.8 percent. Avianca remains a top BTG pick, says Mimica, thanks to “strong earnings momentum and strong potential for medium-run profitability gains.” The analysts’ target price for the ADRs is $23.