George Shipp, portfolio manager at Scott & Stringfellow, says focusing on three themes will help an investor weather the current market turbulence.
His five-star BB&T Special Opportunities Fund is up an average of 16.7 percent per year over the last five years.
His themes: the rise of Asian economies, and the ensuing demand for basic materials and energy; the continued growth of the Internet; and the graying of the population.
He named two stocks that fit his themes.
Shipp's first pick is Nalco.
"(It's) a water chemicals treatment company," he told CNBC. "They're number one in the business; everybody likes clean water -- there's no enemies; they have a great exposure to the energy industry."
He also likes Akamai.
"It's the largest content-delivery network," he said. "Akamai makes the Internet run faster... their number-one competitor is a four-dollar stock right now, and Akamai recently prevailed in a patent-infringement suit, so we like their competitive position there."
George Shipp owns shares of Nalco and Akamai both personally and through his fund.