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Buffalo Funds Discovery co-portfolio manager Dave Carlsen, CFA, was recently interviewed by The Wall Street Transcript where he discusses growth drivers for companies in several sectors, including power grid security, orthopedic products, and wireless towers. He also cites several examples of companies within the Fund’s portfolio that highlight the team’s investment strategy at work:
“We think midcap companies strike the balance between being small enough to grow for an extended period of time, while also being established enough to avoid the business model disruption that can occur when the economy hits a soft patch.“ ~ Dave Carlsen, CFA, Co-Portfolio Manager, Buffalo Discovery Fund
To access The Wall Street Transcript article click here. (subscription required)
Opinions expressed are those of the author or Funds as of 3/11/21 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. A complete list of the Fund’s holdings can be found here. Fund holdings are subject to change and should not be considered a recommendation to buy or sell any security.
All charts provided by The Wall Street Transcript.
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Buffalo Small Cap Fund co-portfolio manager Jamie Cuellar, CFA, was recently featured in an article in Financial Advisor magazine, discussing the future growth potential of small cap stocks. Jamie also discusses growth vs value investing in small cap companies and why they have significantly outperformed value stocks in recent years.
“I think more people are willing to step out on the risk curve given that interest rates are low and the economy is improving, and some people are rotating into small caps because of that.“ ~ Jamie Cuellar, CFA
The article also goes into the Small Cap Fund’s team approach to the companies held in the Fund, and Jamie identified several companies within the Fund’s portfolio that exemplify their investment philosophy:
The Buffalo Small Cap Fund has been a prime beneficiary of the recent extraordinary rebound in U.S. stocks due to the Fund’s focus on small cap companies, which generally tend to outperform the broader market in economic recoveries.
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. As of 12/31/20 the Buffalo Small Cap Fund held Kornit Digital 1.93%, Bandwidth 1.85%, and ICF International 1.70%. A complete list of the Fund’s holdings can be found here. Fund holdings are subject to change and should not be considered a recommendation to buy or sell any security. ESG (Environmental, Social, and Corporate Governance) refers to the three central factors in measuring the sustainability and societal impact of an investment in a company or business.
Annualized Performance (%)
As of 6/30/24 | 3 MO | YTD | 1 YR | 3 YR | 5 YR | 10 YR | 15 YR | 20 YR | Since Inception |
---|---|---|---|---|---|---|---|---|---|
BUFFALO SMALL CAP GROWTH FUND - Investor | -4.82 | -0.71 | -3.44 | -12.64 | 6.80 | 7.90 | 10.59 | 8.34 | 10.80 |
BUFFALO SMALL CAP GROWTH FUND - Institutional | -4.78 | -0.63 | -3.29 | -12.53 | 6.95 | 8.05 | 10.75 | 8.50 | 10.96 |
Russell 2000 Growth Index | -2.92 | 4.44 | 9.14 | -4.86 | 6.17 | 7.39 | 11.59 | 8.21 | 6.17 |
Lipper Small Cap Growth Fund Index | -3.40 | 4.09 | 10.27 | -3.04 | 7.63 | 8.97 | 12.29 | 8.44 | 7.31 |
The expense ratio for BUISX is 0.87% and 1.02% for BUFSX. 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 cost. Current performance of the fund may be lower of higher than the performance quoted and can be found here; quarter-end performance can be found here. Performance is annualized for periods greater than 1 year. Fund performance may be subject to substantial short term changes.
Annualized Performance (%) as of 12/31/20
1 Yr | 3 yr | 5 Yr | 10 Yr | |
---|---|---|---|---|
Buffalo Small Cap Fund (BUFSX) | 66.36 | 30.25 | 24.43 | 15.94 |
Russell 2000 Growth Total Return Index | 34.63 | 16.20 | 16.36 | 13.48 |
Bob Male, Buffalo Small Cap co-portfolio manager, discusses his team’s trend-spotting and portfolio-building strategies that help the Fund find small companies with the potential to grow into large ones.
Kiplinger recognized the Buffalo Small Cap as a “Top-Performing Mutual Fund” in their recent fund analysis.
Kiplinger recognized the Buffalo Small Cap, Early Stage Growth, and International funds as “Top-Performing Mutual Funds” in their recent fund analysis.
Kiplinger recognized the Buffalo Small Cap and Early Stage Growth Funds as “Top-Performing Mutual Funds” in their recent fund analysis.
Kiplinger recognized the Buffalo Small Cap Fund as a “Top-Performing Mutual Fund” in their recent fund analysis for the period ending January 31, 2021.
The Buffalo Small Cap Fund (BUFSX) ranked #4 in the Small-Company Stock Funds category for the 20-year annualized return and #8 for 1-year annualized return, based on Morningstar’s universe of 25,000+ funds. (BUFSX was not ranked in the top 10 for the 3-, 5-, or 10-year time periods)
Management Team:
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Stay up-to-date with the most recent media coverage and press releases about the Buffalo Funds.
Kiplinger recognized the Buffalo Small Cap Fund and Early Stage Growth Funds as “Top-Performing Mutual Funds” in their recent fund analysis for the period ending December 31, 2020.
The Buffalo Small Cap Fund (BUFSX) ranked #3 in the Small-Company Stock Funds category for the 20-year annualized return and #9 for 1-year annualized return, while the Buffalo Early Stage Growth Fund (BUFOX) ranked #10 in the category for 10-year annualized returns, based on Morningstar’s universe of 25,000+ funds. (BUFSX was not ranked in the top 10 for the 3-, 5-, or 10-year time periods; BUFOX not ranked for the 1-, 3-, 5-, or 20-year time periods)
Management Team:
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Stay up-to-date with the most recent media coverage and press releases about the Buffalo Funds.
OVERVIEW:
The impact of the COVID-19 virus has been seen throughout all sectors of the economy and government, but we foresee robust U.S. economic growth starting in the second half of 2021. During the post-vaccination period this year, pent-up demand for virtually everything outside of home will provide a springboard for a dramatic economic recovery.
In this latest Industry Perspectives, we discuss:
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.