Seeking Alpha
Bonds, dividend investing, ETF investing
Profile| Send Message| ()  

The latest edition of Bloomberg Businessweek had an interesting article on the stock picking strategy followed by David Winters of the Wintergreen Fund [WGRNX]. He focuses on companies that are poised to profit from the growing consumer spending in countries like India, China, Malaysia, Indonesia, etc.

The following foreign stocks are some of the holdings of this fund:

Coca Cola FEMSA (OTC:COCSF)
Pernod-Ricard SA (OTCPK:PDRDF)
Nestle (OTCPK:NSRGY)
Genting Bhd (OTCPK:GMALY)
Genting Malaysia Bhd
Schindler Holding AG
Anglo American PLC (OTCPK:AAUKY)
Canadian Natural Resources Ltd (CNQ)
Japan Petroleum Exploration Co
Petrobank Energy and Resources Ltd (OTCPK:PBEGF)
Swire Pacific (OTCPK:SWRAY)
Swatch AG (OTC:SWGAF)
Compagnie Financiere Richemont
British American Tobacco (BTI)
Imperial Tobacco Group (OTCQX:ITYBY)
Japan Tobacco
Jardine Matheson Holdings Ltd
ABG Sundal Collier Holding ASA
Aruze Corp
Capstone Mining Corp (OTCPK:CSFFF)
Birchcliff Energy Ltd (OTCPK:BIREF)
Witwatersrand Consolidated Gold Resources Ltd

Note: Holdings noted here as of June 30, 2009

Source: A Look Inside David Winters' Wintergreen Fund