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The Buffalo Discovery Fund (BUFTX) is an Investor’s Business Daily 2018 Best Mutual Funds Award Winner, in the 3rd annual ranking by the investment publication, announced this week. BUFTX was included in 3 categories:
Funds named to IBD’s list were chosen because they have outperformed the broader market over the past 1, 3, 5, and 10-year periods, as of 12/31/17. In order to make the list, funds must have outperformed in all four time periods. IBD made its selections from 2,806 mutual funds that met the criteria of having at least $100 million in assets and 10 years of operation.
“We’re honored that our Discovery Fund has been recognized in this way by IBD. This fund exemplifies our firm’s goal of consistently delivering strong risk-adjusted performance to our shareholders,“ said Clay Brethour, president of the Buffalo Funds and co-manager of the Buffalo Discovery Fund.
The Buffalo Discovery Fund is managed by Clay Brethour and Dave Carlsen, a team that has been in place since 2004.
Originally launched in 2001 as the Science & Technology Fund, the Discovery Fund has consistently delivered benchmark-beating performance since inception, with a focus on innovation as a key driver in their outperformance. IBD recently profiled the Fund in their March 2018 edition: Innovators Fuel Buffalo Discovery Fund Outperformance
To view IBD’s complete list and analysis of the Best Mutual Funds 2018, please visit: www.investors.com/best-mutual-funds-awards
As of 12/31/17 | 1 YR | 3 YR | 5 YR | 10 YR |
---|---|---|---|---|
Buffalo Discovery Fund | 25.44 | 11.84 | 16.16 | 11.46 |
Russell Midcap Growth Index | 25.27 | 10.30 | 15.30 | 9.10 |
S&P 500 Index | 21.83 | 11.41 | 15.79 | 8.50 |
Performance data quoted represents past performance; past performance 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 value. Current performance may be lower or higher than the performance quoted. Performance data current to the most recent month-end may be obtained here. Performance data current to the most recent quarter-end may be obtained here. Performance is annualized for periods greater than 1 year.
Opinions expressed are those of the author or Funds and are subject to change, are not intended to be a forecast of future events, a guarantee of future results, nor investment advice.
References to other mutual funds should not to be considered an offer to buy or sell these securities.
BUFTX named to Investor’s Business Daily Best Mutual Funds 2018 list in the Midcap, U.S. Diversified, and Growth fund categories.
Joel Crampton
Director of Marketing
(913) 647-9881
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Stay up-to-date with the most recent media coverage and press releases about the Buffalo Funds.
The biggest trend in the mutual fund business over the past several years has been the move to passively-managed index funds. However, we believe, when volatility and the eventual end to the bear market returns, the value of active investing will shine. With index funds tied to downward market action, experienced portfolio managers at active funds will be attempting to minimize the damage, while setting the stage to potentially maximize returns on the rebound.
Despite the trends, the Buffalo Funds family has been making moves to capitalize on future growth opportunities:
Positioning the company to capitalize on stock market swings and economic volatility has allowed the Buffalo Funds to survive the bear markets of the 90s, the dot-com boom and bust, and the Great Recession.
“Ever since Buffalo Funds was launched 24 years ago, we’ve regularly come up with long-term sector growth trends to build the foundation of our funds. We pick industry sectors we expect to grow regardless of what’s happening in the economy.“ ~ Clay Brethour, CFA, President, Buffalo Funds
To access the Kansas City Business Journal article click here.
Performance data quoted represents past performance; past performance 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 value. Current performance may be lower or higher than the performance quoted. Performance data current to the most recent month-end may be obtained here. Performance data current to the most recent quarter-end may be obtained here.
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.
As of 12/31/17, none of the Buffalo Funds held positions in Aflac, CB Richard Ellis, Larson Financial Services, Cartwright Cos., Ascend Learning, or Datacore Marketing. Fund holdings are subject to change and should not be considered a recommendation to buy or sell any security.
Opinions expressed are those of the author or Funds and are subject to change, are not intended to be a forecast of future events, a guarantee of future results, nor investment advice.
With index funds tied to downward market action, experienced portfolio mangers at active funds attempt to minimize the damage and set the stage to potentially maximize returns on the rebound.
Joel Crampton
Director of Marketing
(913) 647-9881
Stay up-to-date with the most recent media coverage and press releases about the Buffalo Funds.
In this latest Industry Perspectives, we discuss:
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. Stocks, hedge funds, mutual funds, ETFs and other investments products have different risk/return profiles, which should be considered when investing. All investments contain risk and may lose value.
We get to know the companies we invest in and learn how they run their business.
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.
Stay up-to-date with the most recent media coverage and press releases about the Buffalo Funds.
Home > Insights & News > White Papers & Research > Industry Perspectives 3Q 2017
“If multiple central banks throughout the world embark on drawing down their balance sheet in the same manner as the U.S., interest rates could be pressured to go higher.”
Clay Brethour, President, Buffalo Funds
OVERVIEW:
The equity markets continued their upward trajectory during the 3rd quarter, with most market indices closing the quarter at an all-time high, or close to their record highs. This defies the well-known trading adage of “sell in May and go away” that warns investors to sell their equity holdings in May to avoid the typical volatile Summer months and come back in the Fall.
Why is it taking so long for interest rates to increase? From a monetary policy perspective, moving too quickly could slow growth unnecessarily, but raising rates too gradually could create an inflationary problem down the road that might be difficult to overcome without triggering a recession.
We get to know the companies we invest in and learn how they run their business.
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.
Stay up-to-date with the most recent media coverage and press releases about the Buffalo Funds.
Home > Insights & News > White Papers & Research > Industry Perspectives 2Q 2017
“From a market risk perspective, we remain concerned about the influence passive investments, such as ETFs and index funds, could have on stock prices in a volatile market.”
Clay Brethour, President, Buffalo Funds
Overview:
As we move into the 2nd half of 2017, we take a look at the global equity markets and the drivers of change that could move the markets in one direction or another. We also outline potential Central Bank and Federal Reserve policy changes that could affect the financial markets later this year.
From pending legislation in the U.S. to upcoming international elections, we give our outlook on the industry and how it might affect you in 2017.
We get to know the companies we invest in and learn how they run their business.
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.
Stay up-to-date with the most recent media coverage and press releases about the Buffalo Funds.