If you were a small-caps investor in 2015, four names should have been on your radar – Blackmores, Domino's, Sirtex and Magellan.

So says UBS portfolio manager Stephen Wood, whose fund beat the benchmark it's measured against by more than 15 percentage points to return 21.4 per cent in the 2015 calender year. Wood credits those four stocks for much of the performance.