At Quaker, It's Energy Driving a Win Streak

At Quaker, It's Energy Driving a Win Streak
Oil, Mining Stocks Help Push Fund Up 14.4% in 2005
By Dune Lawrence
Bloomberg News

Daftary raised his stake in U.S. oil drillers Patterson-UTI Energy Inc. and GlobalSantaFe Corp. in the fourth quarter, betting that demand for oil in India and China will lead to more exploration. He is also bullish about the earnings prospects for miners such as London-based Rio Tinto PLC and Melbourne-based BHP Billiton Ltd., as metal prices reach records. "We try to keep the portfolio as tilted toward earnings surprises and earnings potential as we can," Daftary said in an interview from his office in Boston. "Just keep it simple and you won't go wrong."

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