I’m bullish on the markets and this is a great time for investors to get in, said Mark Mulholland, portfolio manager at Matthews 25 Fund. He shared his top holdings now.
“We’re a multi-cap fund so we’re across the spectrum in a lot of different stocks,” Mulholland told CNBC.
Mulholland said he’s been bullish since the market turned in March and called the current environment a “stealth bull market.”
“People have been net sellers of stocks for 3.5 years,” he noted. “We have a long way to go when the general population starts coming back into the market...this is a great wealth-building period.”
Based on valuations, Mulholland said there’s still a 30 percent upside to stocks.
Mulholland’s Top Holdings:
Kansas City Southern
More Market Analysis:
- 40 Safest Stocks: 10 Industries' Top-Rated Names
- Art Cashin: Fed Will Continue to Debase Dollar
- Ignore Technical Market Highs: Strategist
CNBC Data Pages:
Mulholland owns shares of AAPL, CAB, PII, GS, KSU, EP, EWBC and KKR in his fund.