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."
Since Sowerby recommended it last year, Duff & Phelps 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) , Interactive Data, Perrigo."