The Satuit Capital Micro Cap has returned nearly 14 percent annualized year-over-year to investors since 2000, said Sullivan.
And as large-cap financials continue to get battered by fears of European contagion, smaller companies could be a safer bet, since they have less international exposure.
Sullivan likes American Science and Engineering, Morton's and Anadigics .
Offering a contrarian view, Ablin pointed out that only 15 percent of U.S. exports go to the Eurozone.
“Our exposure to Europe is pretty minimized, even on the financial front,” he said.
"60 percent of our exports go to the emerging world. One of the things we’re talking about is, rather than to own emerging markets where the economies there seem poised to grow substantially, is to take those equities and actually buy large cap and export into those markets.”
What They Said Last Time:
- Sullivan's Latest CNBC Appearance (Nov. 18, 2009)
CNBC Data Pages:
Disclosure information was not available for Sullivan, Ablin or their companies.