ECWO.L Share Price (ECWO)

Investing in the wrong companies. The share price falls for 10 largest companies in August alone looks pretty dire. http://www.ecofin.co.uk/eco/uploads/monthreview/EWPO_August_2015_Review.pdf

I bought into this 10mths ago, seeking to diversify my holdings in infrastructure-related funds - I have held 3In for some yrs - and thought this was well managed and hence a good addition? Views

1,6 million shares bought on 10Dec at 145p

Bought a few here. Share price at about 24% discount to Net asset value - cheap. Dividend yield nearly 5.5% per annum good hedge against deflation and in all events gives comfort and income. Largest holding Lonestar Resources producing oil at 25 dollars a barrel and 142m dollars cash in the bank written off by discount and represents just 12.4pct of portfolio. Rest of portfolio in spread of a variety of energy, power, water, renewables, infrastucture all good companies. So interesting

I post it here and I hope Ecofin's executives to read it, because Ecofin owns ~60% of Lonestar Resources (LNREF in the US, LNR.AX on Sydney).