What's the best approach to investing in these volatile times? Top-down, or bottom-up? How about both? That's the approach taken by Highmark Capital's chief investment officer, David Goerz.
His five-star Highmark Value Fund is up an average of 7.37 percent per year over the last five years.
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"We do think that some of the measures that have been put in place are going to be positive," Goerz said of the current, top-down, environment. "In that kind of world, where we think that cyclical growth will be accelerating, we want to think about being invested in more cyclically-oriented sectors."
Goerz's list includes Home Depot, Alcoa, Boeing, Intel, and Intersil.
"These are sectors where you're going to see accelerating earnings," he told CNBC.