While over the past ten years large-cap stocks have outperformed small-caps, the recent election upset caused a rally in the latter and added complexity to the relationship between the two. In a recent Forbes article, Validea CEO John Reese addresses implications related to this shift and offers the following small-cap picks:

Sanderson Farms (SAFM) is a producer, processor, marketer and distributor of fresh and frozen chicken (market cap $1.94 billion) that earns high marks for its debt-free balance sheet, growth in earnings-per-share and liquidity.
Smith & Wesson Holding (SWHC) manufactures firearms and accessories for the outdoor enthusiast (market cap $1.32 billion). The price-earnings ratio and earnings-per-share growth make this stock attractive, and earnings yield and return-on-capital add interest.
Wabash National (WNC) designs, manufactures and markets truck and tank trailers (market cap $842 million). The company scores well based on its ratio of price-earnings to EPS growth, solid revenue base and strong liquidity.
PC Connection (CNXN) is a provider of information technology solutions (market cap $690 million) that scores well based on consistent EPS growth and its debt-free balance sheet.