Leslie Merrithew

Merrithew & Thorsten in San Diego

Merrithew believes in diversifying by taking stakes in alternative asset classes like commodities—he likes the Pimco Commodity Real Return Fund. When the stock market rebounds, Merrithew and his partner, Brandon Thorsten, who have a combined 36 years of expertise, expect large companies to lead the way. Funds that stand to gain from a large-cap rally, he says, include Mairs and Power Growth Fund,Tweedy Browne Value Fund, Thornburg Value, and Oakmark Select.