Tiffany shares will rebound from its post Christmas sell-off earlier this year due to its global brand recognition and its new management, said Arun Daniel, portfolio manager for the JOHCM U.S. Small Mid Cap Fund. Daniel added that Tiffany's new management is improving its price structure and introducing new products which will spur sales. He is also bullish on shares of Jarden, saying the consumer products maker still trades at a discount relative to its peers even after its recent rally. Finally, Daniel is positive on Old Dominion Freight Line, saying the trucking company is taking share from its competitors.