In this updated report, we discuss current trends in the global economy and identify new opportunities for potentially increasing international equity allocations in investor portfolios.
Discovery why we believe now is the time for investors to rethink their international equity exposure.
“How Active Strategies Can Potentially Deliver Over a Full Market Cycle”
Much has been made about the death of active strategies. The reality is: active investing has evolved. Many financial advisors today are using active strategies, seeking to add incremental return while reducing downside risk.
After a long and fairly peaceful run, the stock market has been on a roller-coaster ride thus far in 2018.
This new white paper will help guide investors through 3 very important conversations during these volatile times.
Investor’s Business Daily recently named the Buffalo Discovery Fund the #3 Midcap fund on the IBD Best Mutual Funds 2018 list.
The list recognizes funds that have outperformed the broad market over the past 1, 3, 5, and 10-year periods, as of 12/31/17, and have at least $100 million in assets — only 16 midcap funds made the list.
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Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance quoted, quarter-end performance can be obtained here, and month-end performance can be obtained here.
Bill Kornitzer, BUFIX co-portfolio manager, discusses the accelerated pace of the growth of global economies outside the U.S. and why, given where valuations are today, there are many opportunities to invest internationally at this time.
Jamie Cuellar, co-portfolio manager, discusses his team’s analysis of small-cap company valuations and provides several examples of companies that highlight his team’s investment strategy at work.
With index funds tied to downward market action, experienced portfolio mangers at active funds attempt to minimize the damage and set the stage to maximize returns on the rebound.
Diversification does not assure a profit, nor does it protect against a loss in a declining market.
Active investing has higher management fees because of the manager’s increased level of involvement while passive investing has lower management and operating fees. Investing in both actively and passively managed mutual funds involves risk and principal loss is possible. Both actively and passively managed mutual funds generally have daily liquidity. There are no guarantees regarding the performance of actively and passively managed mutual funds. Actively managed mutual funds may have higher portfolio turnover than passively managed funds. Excessive turnover can limit returns and can incur capital gains.
We believe active portfolio management leads to superior wealth creation and better risk-adjusted results over time. Our investment approach combines top-down trend analysis with bottom-up fundamental company research and then applies a strict valuation discipline to security selection.
The core of our organization is driven by a working philosophy which stresses a team-based investment management structure, independent thinking, in-depth and in-house research, and a long-term focus.
We invest alongside our clients and mutual fund shareholders and have a pride of independent ownership.
~ John C. Kornitzer, Founder Buffalo Funds
10 no-load mutual funds
representing a full range of capitalization size
and growth and income options.
The Buffalo Funds are a family of 10 actively-managed mutual funds, which provide a variety of long-term investment options for our shareholders. We believe patient investing, backed by solid, intelligent research, can be the best way to achieve long-term financial rewards. Whether your investment goal is to grow your wealth, preserve wealth, or generate income, we believe there’s a Buffalo fund to help get you there.
While the funds are no-load, management and other expenses still apply. Please refer to the prospectus for further details.
We get to know the companies we invest in and learn how they run their business.
Top-Down & Bottom-Up
We identify Top-Down broad, secular growth trends and search for companies from the Bottom-Up.
We construct our portfolios based on our own proprietary investment strategy.
Sticking to our disciplined investment strategy ensures we maintain a consistent, balanced approach.
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