A fund manager crushing 98% of his peers over the past half-decade told us 5 themes he's betting on and 4 he's betting against — and why the latest market rally still has room to run

· Mitch Rubin runs a mutual fund that's riding a combination of long and short positions to a 26% gain so far this year.  
· Rubin told Business Insider about the key themes that are contributing to the gains in the long part of his portfolio and the kinds of stocks he's successfully bet against.
· Even though markets have...