A fund manager who's quadrupled investors' money since 2011 says he uses a famed 5-part psychological theory to shape his portfolio. Here are the stocks he bought for each stage.

· Thomas O'Halloran has run the Lord Abbett Growth Leaders Fund since its inception in mid-2011, and it's returned 301% to investors over that time.
· Kiplinger ranks it one of the best large-company stock funds in the world over the last three years based on its annual return of 24.6%.  
· O'Halloran told Business Insider...