Holding Performance

1%-0% 2%-1% 3%-2% 4%-3% 5%-4% 6%-5%
Top 25 Holdings Portfolio Weight % Shares Owned Shares Change   Sector Mkt Cap (Mil) Total Ret YTD (Daily)  
Corpbanca 3.125% 2.69 21,400,000 0 --- 21.50 --
Turkiye Petrol Rafinerileri 144A 4.125% 2.40 18,600,000 0 --- 19.13 --
Pacific Rubiales Engy 7.25% 2.17 15,093,000 0 --- 17.28 --
Tanner Servicios Financieros 144A 4.375% 2.10 16,500,000 0 --- 16.79 --
Cencosud S A 144A 4.875% 2.05 15,700,000 0 --- 16.33 --
Steel Fdg 144A 4.45% 1.85 14,600,000 0 --- 14.78 --
Samarco Mineracao Sa 144A 4.125% 1.69 13,700,000 0 --- 13.48 --
Sibur Secs 144A 3.914% 1.62 13,100,000 0 --- 12.94 --
Ioi Invest Ber 4.375% 1.62 12,300,000 0 --- 12.89 --
Aes 9.5% 1.57 11,463,000 0 --- 12.52 --
Global Bk Corp Cvd Bk Bd 4.75% 1.54 12,000,000 7,405,000 --- 12.27 --
Grupo Aval Acciones Y Valores 144A 4.75% 1.52 12,000,000 0 --- 12.14 --
Freeport-Mcmoran Copper & Gold 3.55% 1.50 11,957,000 0 --- 11.98 --
Tgi Intl 5.7% 1.47 10,576,000 1,800,000 --- 11.71 --
Oas Fin Limited 144A 8.875% 1.40 11,000,000 11,000,000 --- 11.18 --
Petroleos Mexicanos Mtn Reg S 6.625% 1.35 10,000,000 0 --- 10.74 --
Scotiabank Peru S.A.A. 144A FRN 1.31 10,500,000 0 --- 10.45 --
Globo Communicacoesparticipaco 6.25% 1.26 9,305,000 0 --- 10.02 --
Vtb Cap S A 6.875% 1.24 8,800,000 0 --- 9.89 --
Ege Haina Fin 9.5% 1.18 9,050,000 0 --- 9.41 --
Mexichem Sab De Cv 144A 4.875% 1.18 8,600,000 -4,000,000 --- 9.37 --
Embraer Overseas 6.375% 1.17 8,220,000 0 --- 9.36 --
Corp Grp Bkg Sa 144A 6.75% 1.09 8,200,000 0 --- 8.72 --
Minerva Luxembourg S A 144A 7.75% 1.09 8,100,000 0 --- 8.67 --
Banco Do Brasil S A Grand Caym FRN 1.08 7,000,000 -2,400,000 --- 8.65 --
YTD Return through 05-22-13| Portfolio Holdings as of 04-30-13