A Small Cap Fund With Potential Positive Momentum
The Buffalo Small Cap Fund has a long history of investing in companies that can benefit from long-term trends while maintaining valuation discipline.
- Long-Term Growth Strategy
- Open for Business
- Performance Matters
- Battle Tested
- Benefits of Active in Small Cap
- Experienced Management
Long-Term Growth Strategy – The Fund seeks high-quality companies poised for sustainable growth with strong, competitive positions and reasonable valuations.
Idea generation has been a key focus for the Fund over the past 2 years, which has broadened the portfolio, reduced single stock risk, and driven recent performance.
We believe a greater domestic focus by most small cap companies aligns well with the focus of the new administration and makes small cap investing very timely.
Top 5 BUFSX Portfolio Holdings*
Open for Business – it is often difficult to find a Small Cap Growth fund open to new investors due to the category’s limited capacity constraints. BUFSX was closed to new investors but is now OPEN… with significant capacity to grow assets.
Performance Matters – the Buffalo Small Cap 1-year total return is beating the Russell 2000 Growth Index by 19%.
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 standardized performance information can be obtained here. Performance is annualized for periods greater than 1 year. Each Morningstar category average represents a universe of funds with similar objectives.
Battle Tested – the Fund was launched in April 1998 and has a 19-year track record, weathering all types of markets.
Benefits of Active in Small Cap – we believe small cap stocks are often inefficiently-priced given they receive less attention from Wall Street firms. Because of this, we believe active management is the right choice for the small cap asset class over the long-term.
We seek to generate superior long-term performance with a strategy that offers a broad, diversified portfolio, which may make it less volatile.
Experienced Management – the Fund’s managers have an average of 25 years of professional investment experience.
*As of 12/31/16. Percent of net assets: Nevro 2.46%, Dave & Buster’s 2.26%, CyberArk Software 2.25%, CoStar Group 2.24%, InterXion Holding 2.23%. Holdings are subject to change without notice and are not recommendations to buy or sell any securities.
Diversification does not assure a profit, nor does it protect against a loss in a declining market.
The Russell 2000 Growth Index is an unmanaged index that measures the performance of those Russell 2000 Index companies with higher price-to-book ratios and higher forecasted growth values. The Lipper Small Cap Growth Fund Index is an unmanaged, equally weighted performance index of the 30 largest qualifying mutual funds (based on net assets) in the Lipper Small-Cap classification. It is not possible to invest directly in an index.
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