Sarah Ketterer, whose firm Causeway Capital Management oversees more than $40 billion in assets, believes value investing is back in style.
"Value investing has started resurgence in global equity markets, led by US monetary policy, and supported by central banks placing a floor under interest rates while still remaining accommodative," wrote Ketterer in an email to CNBC PRO.
"Undervaluation, superior financial strength plus generous dividend payouts should be a winning combination, especially if managements are employing self-help measures to improve profitability through greater operating efficiency," she added.
So far this year, Ketterer's picks for her "Squawk Box" Platinum Portfolio are up 15 percent compared with a return of 4.7 percent for the S&P 500.
Below the money manager explains, in her own words, why she's making these stocks her top investment ideas for the competition.