Again, the number of data points is tiny, but the weight of the evidence shows that dividend-paying, value-oriented stocks are the place to be no matter who occupies the Oval Office.

FORBES: Happy Returns Ahead In Stocks Whether It's Obama Or Romney

So, we still favor growth-oriented stocks over value-oriented stocks.

FORBES: 4 Stocks with Potential for the New Year

At Ockham, we are value-oriented and try to find stocks that are fundamentally strong and appear priced attractive compared to historical norms.

FORBES: Fastenal's Drop On Hefty Earnings Gain Is No Reason To Buy

These winners have other features in common: They all focus on small-cap stocks and they tend to take a value-oriented approach.

FORBES: Magazine Article

For value-oriented investors, we think that JPMorgan is among the most attractive stocks in the financial sector.

FORBES: Play Ball With Jamie Dimon, Ride JPMorgan 20% Higher