BANKERS PETROLEUM LTD. (BNK/TSX)

The position: Top 3 holding; among largest shareholders Why do they like it? Bankers has the rights to the largest onshore oilfield in Europe, is growing cash flow at a significant rate and has very healthy production growth. “The application of western Canadian technology provides a big opportunity for the company,” Ms. Quarshie said. “They’ve addressed a lot of the operational issues that caused problems in the past.”

Biggest risk: Lower Brent prices.