In his quest for stocks to buy, it seems as though Patrick Cunningham of Manning and Napier is a guy who goes lookng for trouble.
Cunningham's five-star fund is up an average of 14.1 percent per year over the last five years.
His list begins with Unilever.
"Unilever is the third-largest consumer-staples manufacturer and producer in the world," he told CNBC. "What makes them unique is they have been going through, and continue to go through, some pretty dramatic re-structuring...and they are gaining market share across what we think is the most important area, and that is in emerging markets."
Cunningham also likes a company that is heavily levered to the badly-beaten housing sector: forest-products giant Weyerhaeuser.
"They're two-thirds off of their peak earnings," he said. "There may be some short-term pressure on the stock, but we certainly like it long-term."