Bargain Shopping in Peru, Chile and Brazil

By Frank Holmes

12/23/10 San Antonio, Texas – Global Strategist Jacek Dzierwa has just returned from another research trip to Latin America where he visited Peru, Chile and Brazil. Travel is important for our tacit knowledge because many of the world’s best opportunities aren’t discovered behind a Bloomberg terminal or an earnings report. We venture to visit as many companies as possible before investing in them.

This was Jacek’s first trip to Peru and the country “surprised to the upside.” Another beneficiary of higher commodity prices, Peru has seen a massive improvement in its standard of living in recent years.

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