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Energy Manager Buys With an Eye on U.S. Growth
12/05/07 - 12:03 PM EST
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Aside from getting into energy stocks like Ultra before the crowd, Croft -- who manages the fund with his father and brother -- was also early with his infrastructure investments. The fund has scored big-time with its investments in Foster WheelerFWLT and TerexTEX. Right now Croft is partial to General CableBGC because of its electrical transmission business. "It's well known that the U.S. has an inadequate grid system, and General Cable will benefit when it gets upgraded."
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