Put On Your Small Caps! (Part 2)

Small-cap stocks have taken a beating in the current economic storm, but Bob Sullivan of the Satuit Capital Micro-Cap Fund sees clearer skies and calmer waters ahead, and small-caps sailing out of the recession first.

"Recessions, on average, last about eight months," Sullivan told CNBC. "After the recessionary period ends, we get an expansionary period, and that lasts about 60 months, so...we think that now is the best time to be allocating your portfolio into small- and micro-cap stocks."

Top Satuit Fund Holdings:

The Satuit Capital Micro-Cap Fund's top five holdings are American Physicians Services, Merit Medical Systems, American Science and Engineering, Life Partners Holdings, and Interwoven.


Disclosure information for Bob Sullivan was not immediately available.