BOSTON ( TheStreet) -- Eric Schoenstein, whose Jensen Portfolio (JENSX) has more than doubled the returns of the S&P 500 Index over five and 10 years, is avoiding energy stocks such as Exxon Mobil (XOM) and Marathon Oil (MRO) and sticking to large-caps including Microsoft (MSFT - Get Report), PepsiCo (PEP - Get Report) and 3M (MMM).Schoenstein and his fellow managers couldn't be more contrarian, as investors move into the riskiest assets, including little-known metals to small-cap tech firms to emerging-markets exchange traded funds. In the fourth quarter, energy was the best-performing sector in the S&P 500, and the Jensen Portfolio was held back as a result.
Top Investor Avoids Energy, Buys Microsoft
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