Larry Mano finds opportunities for investors at the intersection of defense and technology.
His four-star Schwab Core Equity Fund is up an average of 9.3 percent per years over the last five years.
He likes IBM.
"It's a large-cap name, a consistent performer," he told CNBC. "Going forward...IBM continues to be a leader in providing global server technology."
Also on his list, Raytheon.
"Fundamentally, it continues to grow, has a strong free cash flow, an improving working-capital environment," he said. "It's been able to beat expectations...it's been able to grow revenues on a steady level, and overall...we continue to see strength in their international defense missile systems as well as related businesses."