Bearish money manager throws in the towel and buys stocks. Here's what changed his mind on the market.

• A self-described "reluctant bear" has thrown in the towel and bought stocks in recent weeks.
• Money manager Sebastien Page of T. Rowe Price said a surprisingly strong economy should lift stocks higher.
• Here's why Page changed his view on the stock market and started buying equities again.

A self-described "reluctant bear" has thrown in the towel and started to buy stocks in recent weeks as the US economy continues to surprise to the upside.