Relatively few professional money managers actually outperform the S&P 500, a broad-based index often seen as a benchmark for the entire U.S. stock market. But Jason Kritzer of Eaton Vance Management and William Harnisch of Peconic Partners have both beaten the benchmark index over the past four years. That makes them a great source of inspiration.

For instance, Harnisch more than doubled his position in PayPal Holdings (NASDAQ: PYPL) since the beginning of 2022, while Kritzer steadily added to his stake in CrowdStrike Holdings (NASDAQ: CRWD). Those purchases are noteworthy because both stocks fell out of favor as storm clouds have gathered over the economy. In fact, PayPal and CrowdStrike each saw their share prices plunge by 78% and 65%, respectively.

However, both stocks are well positioned to rebound during the next bull market, so smart investors like Kritzer and Harnisch see the downturn as a buying opportunity.

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Source Fool.com