Many portfolio managers, on the hunt for winning bets, always keep an eye on unloved companies. Catherine Wood, founder and CEO of ARK Invest, and Christopher Retzler, portfolio manager at Needham Funds, are no exceptions.
Wood believes electric vehicles will be moving onto the scene faster than people realize. For that reason, she's betting big on Tesla.
"[Electric cars] are four times more efficient than traditional cars," she said. "We think electric vehicles are going to ramp up, thanks to Tesla, much faster than people anticipate."
Retzler likes Schlumberger Ltd., an oilfield services firm that employs about 100,000 people. The firm impressed Retzler because behind those oilfield services is "a massive technological deployment into the energy patch."
Retzler is also big on sports clothing and accessories company Under Armour. "The company doesn't really have that legacy baggage, so it can move and adapt itself in this changing retail space and go through new channels to reach its customers."
For her part, Wood at ARK Invest said she remains bullish on Amazon.
"In this last holiday season, Amazon took half of all the incremental sales online … and it took a quarter of all incremental retail sales," she explained. "Its shares are going up because Amazon Prime is such a good deal.
"They're delighting the consumer," Wood added. "That's what they do all the time.
"So, yes, we believe that the share shift is accelerating online," she said. "And that Amazon is going to get the lion's share of that."
Portfolio manager disclosure: The following stocks mentioned or intended to be mentioned on CNBC's Portfolio Perspective video segment:
Catherine Wood owns shares in Tesla (TSLA) and Amazon (AMZN).
Christopher Retzler owns shares in Schumberger (SLB) and Under Armour (UA).