Here’s one large-cap stock investors should take a look at now, according to Rob Luna, chief investment strategist at asset management firm SureVest. That’s Disney, which saw the surprise return of Bob Iger as CEO, ousting Bob Chapek. “One large cap name you should be here with right now is Dis,” Luna said. Luna told CNBC’s “Street Science Asia” on Wednesday, “Bob Iger is arguably the best CEO of the last two decades — what he’s done with Disney. Important visionary.” Iger’s return comes 11 months after leaving Disney, and days after Chapek said he planned to cut costs at the company, which has been burdened by rising costs at its streaming service, Disney+. The company’s earnings came in below Wall Street’s expectations earlier this month. Disney shares are down nearly 40% year-to-date. It gained 9% on Monday following Sunday’s announcement – but has since pared some of the gains. Still, Luna says, “With the return of Iger, I expect this stock to be back on track very soon.” He’s not the only one getting excited about Disney. Wall Street analysts broadly approved of Iger’s return, with Moffett Nathanson’s Michael Nathanson rating Disney’s “market performance” improvement from “outperform”. He raised his price target to $120 — or up 24%. ‘Best in Breed’ Small-Cap Stocks Although Luna’s Disney pick is a large-cap stock, his general advice for investors is to move from the big names to the smaller ones. “I expect 2023 to be the opposite of 2022. I see the real economy deteriorating, but the market, being a leading indicator, will start to reverse course,” he added. “I expect a new set of leaders this time though. A rising tide will float all boats, but investors need to move away from the big names that carried us over the past decade to the smaller names that have underperformed.” Luna picked two “best in breed” small-cap stocks: US home goods retailer RH and US auto maker Polaris. He added that Polaris has a “strong dividend policy,” while RH “has been beaten up and paid the price in the downturn.” He also likes the small-cap ETF Vanguard S&P Small-Cap 600 Index Fund ETF, which he said he believes is “extremely cheap and poised to rally.” — CNBC’s Mike Callea and Sarah Min contributed to this report.