Michael Via, chief investment officer at Tampa, Fla.-based Frantzen Capital Management, said stocks will get a second wind as institutional investors pour money into the market.

The

Frantzen Large Cap Growth Fund

and

Frantzen Small Cap Growth Fund

, started as separately managed accounts, are now available as mutual funds. They're rated five and four stars, respectively, by Morningstar. The highest rating is five stars.

Each fund has fallen 43% in the 12 months through March 31. In comparison, the

Russell 2000 Growth Index

, measuring small caps, has declined 36%, and the large-company

Russell 1000 Growth Index

has dropped 34%. The benchmark

S&P 500 Index

has retreated from a 2009 high of 929 reached earlier this month after hitting as low as 677 on March 9.

Frantzen Large Cap Growth Fund's three largest holdings are

McDonald's

(MCD) - Get Report

,

Wal-Mart

(WMT) - Get Report

and

IBM

(IBM) - Get Report

, according to the company's first-quarter report. The small-caps are

MasTec

(MTZ) - Get Report

,

Open Text

(OTEX) - Get Report

and

Valmont

(VMI) - Get Report

.

TheStreet.com's Fund Manager Five Spot

is where America's top mutual fund managers give their best stock picks in five fast and furious questions.

Are you a bull or a bear?

Via:

Despite the recent upturn, we are still bullish. Much of the rally has been the result of bottom fishing and retail accumulation of the more beaten-down stocks. A record amount of institutional money still sits on the sidelines. When this money is put to work, money managers will likely be buying higher-quality stocks with solid fundamentals and earnings growth. As a result, we see a second leg to the rally that is led more by market leaders as institutional investors cannot risk losing further upside by remaining in cash.

What is your top stock pick?

Via:

We have recently added

Atwood Oceanics

(ATW)

to the Frantzen Small Cap Growth portfolio. Atwood has never missed a beat, consistently growing its top line through a global recession and volatile energy demand and prices. An offshore driller, the stock has traded down with the price of oil despite rising earnings and earnings forecasts. A price-to-earnings multiple in the low single digits further adds to the appeal. We believe the stock has substantial upside price potential even with a leveling off in energy prices.

What is your top "beneath the radar," or "sleeper," stock pick?

Via:

While largely unknown,

PriceSmart

(PSMT) - Get Report

has been steadily growing by introducing a proven concept into new geographic regions. PriceSmart owns and operates discount warehouse clubs in Central America and the Caribbean. While common in much of the developed world, consumers in these regions are now becoming attracted to the "one-stop shopping" theme in addition to added savings by buying in bulk. We believe the stock is undervalued and yet to appear on the radar screen of institutional buyers.

What is your favorite sector?

Via:

Some of the latest economic data suggest consumer discretionary should continue to outpace the broader market. We continue to remain overweight in this sector as the U.S. looks to lead the way out of a global recession.

What sector would you avoid?

Via:

Especially after the recent bounce in financials, we believe this sector should be avoided. The overwhelming majority of EPS estimates are sharply lower for the foreseeable future and there are still too many question marks regarding government intervention and possible policy change.

Before joining TheStreet.com, Gregg Greenberg was a writer and segment producer for CNBC's Closing Bell. He previously worked at FleetBoston and Lehman Brothers in their Private Client Services divisions, covering high net-worth individuals and midsize hedge funds. Greenberg attended New York University's School of Business and Economic Reporting. He also has an M.B.A. from Cornell University's Johnson School of Business, and a B.A. in history from Amherst College.