Malik: Bet on strong US economy with Aramark

Regular gas cash price is displayed for $1.79 a gallon at a Mobil station January 6, 2015 in Livonia, Michigan.
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Regular gas cash price is displayed for $1.79 a gallon at a Mobil station January 6, 2015 in Livonia, Michigan.

Saira Malik, member of "Squawk Box's" inaugural Portfolio Challenge, is basing her 2015 investing strategy on confidence in domestic growth and a tailwind from falling gas prices.

"The U.S. economy remains strong, driven by jobs and lower oil prices," said the managing director and head of global active equity portfolio management for the TIAA-CREF organization. "QE kicks in for the EU, which provides optionality on a European recovery."

Here are her top picks: