NEW YORK ( TheStreet) --   Financial Engines will continue to outperform because the company offers a valuable service to those who desperately need investing guidance, said George Young, portfolio manager for the Villere Balanced Fund.

"This is a company that helps people save for retirement and to invest correctly," said Young about the company founded by Nobel Prize winning economist Bill Sharpe. "A lot of people unfortunately don't know what they are doing when they invest. We think it is going to grow at something like 20%. They've got over a trillion dollars that they can invest for their clients. It's a great company."

The Villere Balanced fund, which sports a trailing twelve-month yield of 1.1%, is up 2% year-to-date. Shares of Financial Engines (FNGN) are up 21% so far in 2015. The company releases its second-quarter earnings results Aug. 5th. 

Young is also bullish on car-part distributor LKQ (LKQ - Get Report), which has seen its shares rise 10% so far in 2015. LKQ releases its second-quarter results before the bell on July 30th, and Young said he expects a strong showing despite the bearish case that a drop in metals prices will sink the stock.
 
"They take refurbished auto parts and supply them to the consumer," Young said. "When the consumer gets into a car wreck they use refurbished auto parts. They may not necessarily know that, but that's why the company is called LKQ - Like Kind and Quality. It's a fantastic company and a good play on the environment."
 
Shares of the Howard Hughes Corporation  (HHC - Get Report) have increased 3.2% thus far in 2015. Young is positive on the real estate and planned community company because it has around 20% debt which is much lower than other property players, plus it has prime locations in New York, Houston and Nevada.
 
Finally, Young is a fan of Flowers Foods (FLO - Get Report), which has seen its stock rise 11% year-to-date, saying the company offers consistency.
 
"People are always going to buy bread, and this is why it can offer a 2.5% dividend," said Young.