Shares of medical technology company Becton Dickinson (BDX - Get Report) are up almost 12% so far this year, nearly doubling the return of the S&P Health Care SPDR ETF (XLV - Get Report) . Allen Bond, portfolio manager for the Jensen Quality Growth Fund (JENSX - Get Report) , says investors should stick with the syringe-maker in 2016.

"Its global market share is somewhere around 60%, and we think that's a tremendous competitive advantage for Becton Dickinson," said Bond. "And it's a business that produces a lot of free cash flow that they can then invest for growth."

The Jensen Quality Growth Fund has risen 2% this year.

Bond is also bullish on shares of Accenture (ACN - Get Report) , which have soared 20% year-to-date. Bond said the consultancy's stock has more room to run in the coming year because of its entrenched position with America's multinationals. "We think that gives them a large barrier to entry and a tremendous competitive advantage," said Bond, adding that Accenture consistently boasts a high return on capital.

Shares of United Technologies (UTX - Get Report) have fallen 18% this year, primarily due to problems in its emerging markets business. Nevertheless, Bond said he expects the industrial giant to make a comeback in the coming year because of its currently cheap valuation. "It's a consistent free cash flow generator," said Bond. "We think for long term investors we think this is a good opportunity to own a great business at a good price."

Finally, Bond is a fan of Procter & Gamble (PG - Get Report) despite the fact that the consumer staples giant has seen its stock drop 12% this year. Bond said it will get its lineup right in 2016 and leverage its channel strength to higher profits. "They are trying to identify and focus on their fastest growing and most profitable businesses," said Bond. "They are going to invest in those businesses and shed the ones that don't fit that definition."