Fund manager Tony Weber says investors should look for strong growth prospects, global exposure and limited risk when considering stocks — qualities that add up to a "scalable business model."
His Aston/Veredus Select Growth Fund is up 17.3 percent year to date, and 17 percent over the last five years.
"We think investors are going to be searching for companies that can exhibit solid earnings growth, and they're willing to pay premium multiples for that growth," he told CNBC. "We're looking for companies that have scalable business models and can exhibit positive earnings surprise."
Weber describes Research in Motion as "my favorite name."
And what is the company's "scalable business model?"
"BlackBerry has only one percent of the worldwide handheld market, and they're just going into the consumer market right now with the Pearl and the Curve," he explained.
Another Weber favorite is what many customers use to pay for their handhelds: MasterCard.
"MasterCard does not have any exposure to credit losses like the big banks do," he said. "They're simply taking in a bank fee ... and they're in the process of taking the business internationally, up from 38 percent four to five years ago to 50 percent."