Patrick Becker, Jr., says large-cap stocks are an investor's wisest choices in the current volatile market environment.
His five-star Becker Value Equity Fund is up an average of 6.44 percent per year over the last three years.
"We're using that volatility to pick up good quality stocks...like Walmart, like Microsoft, like GE (General Electric)* ," Becker told CNBC. "These companies have put up good numbers for a number of years."
So what's the catalyst that will bring them back from years of being beaten down?
"It's a catalyst also versus what to own," he explained. "On the small-cap side, it's more difficult for a small company to get financing; for a large company, that's easier."
He says the companies he likes have the capacity for double-digit growth over the next three to five years.