Some highly-regarded fund managers like to limit their stock choices to companies of certain sizes, but to Keeley Asset Management vice president Mark Keeley, size doesn't matter.
He's a five-star manager with selections of small, medium and large caps.
One of his large-cap favorites is Foster Wheeler.
"It's been an excellent performer -- up over 100 percent last year," he told CNBC.
"The company continues to do well. It has a major contract in the liquid natural gas market just announced in Australia. The stock is going to split next week."