What's on Matthew Kaufler's menu? Ketchup, cheese and coal. He's made those unusual investment recommendations before, and he hasn't changed them.
Kaufler's five-star Touchstone Values Opportunities Fund is up an average of 18.14 percent per year over the last five years.
At the top of his list are companies that stand to benefit from the world's ravenous appetite for electricity: Peabody Energy, Dayton Power and Light, and mining-technology company Joy Global.
"We believe there's a secular theme here, in terms of the need to build out power generating capacity around the globe, that's going to be with us for quite a few years to come," he told CNBC.
When Kaufler's attention turns to the world's other ravenous appetites, he focuses on Kraft.