Don Wordell has some mid-cap ideas to help position your portfolio for recovery.
His four-star RidgeWorth Mid-Cap Value Fund is up an average of 12.29 percent per year for the last five years.
"Our process revolves around three things: Yield, valuation and fundamentals," he told CNBC.
Recommendations:
His first pick is Mattel.
"They have the licensing arrangement for 'The Dark Knight,'" he said. "That's a tremendous blockbuster movie that's going to drive toy sales."
And that's not all.
"They have great brands: American Girl, Fisher-Price, Hot Wheels, and then, they've got the new Elmo Live toy coming toward the end of the year," he said. "We really are excited about the opportunity for Mattel."
Also on Wordell's list is Hanover Insurance Group.
"(They're) selling their life insurance business to Goldman Sachs, which is feeing up about $200 million in excess capital that they can then redeploy in higher- ROE [return on investment] businesses by making acquisitions or buying back some stock," he said. "We really think a stock trading at a discount to book value here is just a compelling opportunity."
Disclosures:
Disclosure information for Don Wordell was not immediately available.