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David Sowerby is big on small-caps. The chief portfolio manager at Loomis Sayles says they've been outperforming the S&P 500 since the market bottomed last fall, and he has some appropriate names for investors to consider now.
"Off the November 20th lows, the S&P 500 is still up 21 percent, but the average stock in the S&P 500 is up 29 percent; small-cap stocks are up better than 30 percent," he told CNBC. "I think that sets the great backdrop for active investors, beating the benchmarks this year, where they had a tougher year in `08."
Recommendations:
Since Sowerby recommended it last year, Duff & Phelps [DUF
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] shares are up 65 percent. What's on his mind now?
"Duff & Phelps fits the profile continuing in 2009, which is, lean to the smaller side in stocks, mid-cap, small-cap," he said. "Names like Broadridge (Financial Solutions) [BR
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], Interactive Data [IDC
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], Perrigo [PRGO
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]."
Disclosures:
Disclosure information for David Sowerby was not immediately available.
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