My portfolio mostly centres around energy companies base on Peak oil and climate change policy. My main holdings are:
Lamprell Plc, Petrofac Limited, BG Group plc, BP plc, Tullow Oil plc, Dana Petroleum plc, StatoilHydro, National Grid plc, Scottish and Southern, Sevan Marine.
Regional funds:- JPMorgan Indian Investment Trust plc, Investec Africa & Middle East, JO Hambro Japan, Baring Emerging Europe, BlackRock Latin America.
Other:- Stobart Group Limited, BT Group plc, Terex Corporation.
Lamprell Plc, Petrofac Limited, BG Group plc, BP plc, Tullow Oil plc, Dana Petroleum plc, StatoilHydro, National Grid plc, Scottish and Southern, Sevan Marine.
Regional funds:- JPMorgan Indian Investment Trust plc, Investec Africa & Middle East, JO Hambro Japan, Baring Emerging Europe, BlackRock Latin America.
Other:- Stobart Group Limited, BT Group plc, Terex Corporation.
William Davison's Company