Something to point out here. If you're following the news you've probably heard some positives about how banking in Latin America is improving and expected to do so much faster than other regions.
LDF is very much invested in Latin America Banking stocks.

LDF Banking positions as of Dec 31st 2008
(http://www.morganstanley.com/msamg/msimi...
Commercial Banks
Banco Bradesco S.A.
Banco Bradesco S.A.
Banco do Brasil S.A.
Banco Itau Holding Financeira
S.A. ADR
Banco Itau Holding Financeira
S.A.
Banco Nacional S.A.
Investimentos Itau S.A. Unibanco — Uniao de Bancos
Brasileiros S.A. ADR Unibanco — Uniao de Bancos
Brasileiros S.A. 1


see the attached link for the story of banking recovery. I think we can be seeing whole dollar divvy's again soon. Plus oil is trading soundly again.
http://web.worldbank.org/WBSITE/EXTERNAL...