"I think the market is starting to shift," said Mark A. Coffelt,
portfolio manager of a multi-cap fund at Empiric Funds. "We're
entering an environment that's going to favor large caps."

He said his fund, which looks for companies that represent value, was
heavily invested in small-cap stocks two years ago but now holds
mostly large companies, which have become cheap after years of
lackluster performance.

http://www.empiricfunds.com