Trump's policies should benefit shares of U.S. Concrete (USCR) , Forterra (FRTA) and Volaris (VLRS) , says Craig Hodges, portfolio manager for the Hodges Fund. The Hodges Fund is up 1% thus far in 2017, according to Morningstar. The $419 million fund has returned an average of 19% annually over the past five years, outpacing 99% of its peers in Morningstar's mid-cap growth category.

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