Artha Capital Management

Artha Capital Management as of Sept. 30, 2012

Portfolio Holdings for Artha Capital Management

Artha Capital Management holds 8 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Grupo Televisa (TV) 26.6 $55M 2.3M 23.51
SPDR Gold Trust (GLD) 22.3 $46M 266k 171.89
Baidu (BIDU) 14.9 $31M 261k 116.89
Cognizant Technology Solutions (CTSH) 11.6 $24M 339k 69.89
Vale (VALE) 11.6 $24M 1.3M 17.90
iShares MSCI Brazil Index (EWZ) 9.1 $19M 344k 54.06
Banco Bradesco SA (BBD) 3.5 $7.2M 447k 16.07
iShares MSCI Emerging Markets Indx (EEM) 0.5 $987k 24k 41.34