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Stock Picker: Small Caps Will Continue Outperforming

Investors should focus on the smaller-cap companies, said Chris Retzler, fund manager of Needham Small Cap Growth Fund. He shared his best plays with CNBC.

“Small-cap companies that have good product and good product innovation should continue to outperform,” Retzler said.

“So we’re looking at those opportunities and good management teams that can take those opportunities to the next level.”

Retzler said he likes the technology sector, especially the storage and hard disk drive areas.

Retzler Likes:

Eclipsys

ViaSat

Tech: Storage & Hard Disk Drives

Health Care IT

Medical Devices

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CNBC Slideshows:

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CNBC's Companies in the News:

AIG

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Bank of America

Saks

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Disclosures:

Disclosure information was not available for Retzler or his company.

Disclaimer