Mid-cap stocks have outperformed large caps over the past month. Will the trend continue—and how should you be invested? Thyra Zerhusen, portfolio manager at Aston Optimum Mid Cap Fund, shared her best plays.
“Mid-caps are misunderstood, underinvested and you find a lot of interesting names in the mid-cap space that have great product, the ability to grow market share," Zerhusen told CNBC.
"And you have to pick them and know them well,” she added.
Zerhusen said she prefers companies with products that help customers become more efficient.
“Fifty-percent of our holdings have 50 percent or more of their revenues from outside the U.S," she explained. "So they are doing really well and they are doing better than large-caps."
Zerhusen’s Mid-Cap Picks:
H&R Block
McGraw Hill
Akamai
FMC Technologies
Molex
BorgWarner
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- Watch Zerhusen's Previous Appearance on CNBC (Jun. 30, 2009)
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More Market Intelligence:
- 'Fast Money' Alert: What You Must Know About March 9
- Is It Time to Sell These Eight Stocks?
- Markets Will Move Higher in a Month: Strategist Art Hogan
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Disclosures:
No immediate information was available for Zerhusen or her firm.
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