Here’s how a top rated small-cap manager finds oil and material stocks

Drilling rigs sit unused on a companies lot located in the Permian Basin area on March 13, 2022 in Odessa, Texas. United States President Joe Biden imposed a ban on Russian oil, the world’s third-largest oil producer, which may mean that oil producers in the Permian Basin will need to pump more oil to meet demand.

Joe Raedle | Getty Images News | Getty Images

In some ways, Scott Barbee has been preparing for this year’s market his whole life.

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