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Why small & mid-caps will benefit from President Trump’s plans

If President Trump’s pro-business plans come to pass then there is no question that there would be a meaningful, positive impact on smaller players in the US, according to Citywire + rated Rob Lanphier.

Lanphier, who runs several funds at William Blair, including the US Small-Mid Cap Growth fund, said small- and mid-cap companies would disproportionately benefit on the margin from Trump’s policies.

Elsewhere, Lanphier said there is still a place for active management despite volatility continuing in the market and highlighted the consumer discretionary sector as one area where he is cautiously positioned.

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