Don Wordell, manager of the $396 million RidgeWorth Mid-Cap Value Equity Fund ( SAMVX - Get Report), says he's betting on energy companies to capitalize on natural gas prices he considers unsustainably low.

Wordell's fund, which has earned four stars from Morningstar ( MORN - Get Report), is up 14% this year, outpacing the Russell Midcap Value Index's 4.7% advance. The fund lost 4.6% a year, on average, in the past three years, but still beat the index's 11% drop.'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?

Wordell: We are bullish over the long term. We can't predict the markets over the next three to six months. However, over the next two years we are certain that unemployment will peak, stimulus dollars will begin to work, credit will ease and the economy will again begin to grow.

What is your top stock pick?

Wordell: Our top stock idea right now is International Game Technology ( IGT - Get Report). IGT is a global gaming company that is expected to benefit from the expansion of gaming due to weak state and municipal budgets. Stocks must have three things to get into our portfolios: dividends, valuation and fundamentals. IGT yields 1.5%, trades at less than 12 times expected earnings and has an upgrade cycle beginning over the next 12 months.

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

Wordell: Our favorite sleeper pick is Harris ( HRS). The stock is oversold due to concerns over the defense budgets under the new administration. Harris is very compelling due to its 2.6% dividend yield and a price-to-earnings ratio of 8. We feel that the earnings are going to be more resilient than the market thinks as the same radios that Harris sells to the government also have a very large commercial market. Also, the company recently completed multiple small acquisitions to diversify the earnings away from defense and the government.

What is your favorite sector?

Wordell: Energy is our favorite sector, more specifically, North American natural gas producers. Natural gas prices are at unsustainably low levels due to the commodity trading below the marginal cost of production. We own Williams ( WMB - Get Report), Talisman Energy ( TLM), Noble Energy ( NBL) and XTO Energy ( XTO), which will all benefit from what we expect will be much higher natural gas prices over the next two years.

What sector or stock would you avoid?

Wordell: We are most cautious on the consumer discretionary sector. The consumer has too much leverage and there is too much capacity in retail. It will take multiple years of deleveraging from the consumer to fix the debt problems that have been created over the last 25 years.

Before joining, 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.