Shares of U.S. Concrete (USCR) are up 22 percent so far in 2016 and last year's Federal highway bill will keep the company's shares on the fast track, said Eric Marshall, portfolio manager for the Hodges Small Cap Fund (HDPSX) . 'It's hard to get excited about concrete but having that visibility over the next five years for funding for states and local government means they can really start repairing bridges and roads and highways,' said Marshall, adding that they have very good pricing power and high barriers to entry. The Hodges Small Cap Fund is down 4.4 percent thus far in 2016, according to Morningstar. The $1.4 billion fund has returned an average of 9% annually over the past five years, outpacing 83 percent of its Morningstar category peers. Marshall is also bullish on Cinemark Holdings (CNK) , which has seen its stock rise over seven percent year-to-date. He said the movie theater chain is not only benefiting from blockbuster films like 'Captain America: Civil War', but from its international exposure as well. 'A quarter of their business is in Latin America and that's really an emerging market where people are starting to go to the movies more,' said Marshall. 'The movie industry is fairly mature in terms of tickets sold in the U.S. but down there it's a growth industry.'
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