SECOND TEAM

Renata Faber, Thiago Capucci Macruz & team  Itaú BBA

We divided Aerospace, Transportation & Industrials into Capital Goods and Transportation, and shooting straight in to second place is this new sector is the three-member Itaú BBA crew co-captained by Renata Faber and Thiago Capucci Macruz, who are based in São Paulo. The team added Iochpe-Maxion to its list of top picks in April 2010, at 14.98 reais; the analysts had upgraded shares of the São Paulo–based auto-parts manufacturer from market perform to outperform back in June 2009, at a split-adjusted R6.81, on valuation and rising demand, among other factors. The stock had sped to R20.20 by the end of July 2011, shooting up 34.8 percent and besting the sector by 10.2 percentage points since being dubbed a top pick — and soaring an eye-popping 196.6 percent (and leading the sector by a stunning 128.5 points) since being upgraded. “Renata is independent-minded and knowledgeable — and she calls winners,” sums up one grateful client.