Kiplinger: Top-Performing Mutual Funds

Media Coverage

Kiplinger: Top-Performing Mutual Funds

Overview

Kiplinger recognized the Buffalo Flexible Income, International, and Small Cap Funds as a “Top-Performing Mutual Fund” in their recent fund analysis for the period ending December 31, 2021.

The Buffalo Flexible Income Fund (BUFBX) ranked #2 in the Hybrid Stock Funds category for 1-year annualized returns based on Morningstar’s universe of 25,000+ funds. (BUFBX was not ranked in the top 10 for the 3, 5, 10, or 20-year time period)

The Buffalo International Fund (BUFIX) ranked #7 in the International Diversified Large-Company Funds category for 1-year annualized returns based on Morningstar’s universe of 25,000+ funds. (BUFIX was not ranked in the top 10 for the 3, 5, 10, or 20-year time period)

The Buffalo Small Cap Fund (BUFSX) ranked #9 in the Small-Company Stock Funds category for 3-year annualized returns based on Morningstar’s universe of 25,000+ funds. (BUFSX was not ranked in the top 10 for the 1, 5, 10, or 20-year time period)

Management Team:

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 funds may be lower of higher than the performance quoted. Quarter-end performance can be obtained here and month-end performance can be obtained here.
Flexible Income Fund

Flexible Income Fund

Total Assets $490.02 Million  (3/31/22)
Expense Ratio 1.01% / 0.86%
Benchmark Morningstar Moderately Aggressive Target Risk

International Fund

International Fund

Total Assets $659.78 Million  (12/31/21)
Expense Ratio 1.04% / 0.89%
Benchmark Morningstar Global Markets ex-US

Small Cap Fund

Small Cap Fund

Total Assets $1.16 Billion  (12/31/21)
Expense Ratio 1.01% / 0.86%
Benchmark Morningstar U.S. Small Growth

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Terms of Use – Email lists are created for use by U.S. investment professionals only and are published strictly for informational purposes. Providing access to the content of these emails does not explicitly or implicitly constitute a solicitation of services or products of the Buffalo Funds, Kornitzer Capital Management, or any of their affiliates. The information contained in the emails is not intended for distribution to, or for use by, investment professionals in a jurisdiction where distribution or purchase is not authorized. The information contained in these emails is not appropriate for use by individual investors. By registering for any of these emails, you agree to Buffalo's terms and conditions and that you are qualified as an institutional investor or otherwise member of a registered broker/dealer, registered investment advisor, or investment consulting firm.

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Kiplinger: Top-Performing Mutual Funds

Media Coverage

Kiplinger: Top-Performing Mutual Funds

Overview

Kiplinger recognized the Buffalo Small Cap and International Funds as a “Top-Performing Mutual Fund” in their recent fund analysis for the period ending October 31, 2021.

The Buffalo Small Cap Fund (BUFSX) ranked #6 and #10 in the Small-Company Stock Funds category for 20-year and 3-year annualized returns based on Morningstar’s universe of 25,000+ funds. (BUFSX was not ranked in the top 10 for the 1, 5, or 10-year time period)

The Buffalo International Fund (BUFIX) ranked #10 in the International Diversified Large-Company Funds category for 5-year annualized returns based on Morningstar’s universe of 25,000+ funds. (BUFIX was not ranked in the top 10 for the 1, 3, 10, or 20-year time period)

Management Team:

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 funds may be lower of higher than the performance quoted. Quarter-end performance can be obtained here and month-end performance can be obtained here.
Small Cap Fund

Small Cap Fund

Total Assets $1.16 Billion  (12/31/21)
Expense Ratio 1.01% / 0.86%
Benchmark Morningstar U.S. Small Growth

International Fund

International Fund

Total Assets $659.78 Million  (12/31/21)
Expense Ratio 1.04% / 0.89%
Benchmark Morningstar Global Markets ex-US

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Stay up-to-date with the most recent media coverage and press releases about the Buffalo Funds.

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Terms of Use – Email lists are created for use by U.S. investment professionals only and are published strictly for informational purposes. Providing access to the content of these emails does not explicitly or implicitly constitute a solicitation of services or products of the Buffalo Funds, Kornitzer Capital Management, or any of their affiliates. The information contained in the emails is not intended for distribution to, or for use by, investment professionals in a jurisdiction where distribution or purchase is not authorized. The information contained in these emails is not appropriate for use by individual investors. By registering for any of these emails, you agree to Buffalo's terms and conditions and that you are qualified as an institutional investor or otherwise member of a registered broker/dealer, registered investment advisor, or investment consulting firm.

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Kiplinger: Top-Performing Mutual Funds

Media Coverage

Kiplinger: Top-Performing Mutual Funds

Overview

Kiplinger recognized the Buffalo Small Cap Fund as a “Top-Performing Mutual Fund” in their recent fund analysis for the period ending September 30, 2021.

The Buffalo Small Cap Fund (BUFSX) ranked #6 in the Small-Company Stock Funds category for the 20-year annualized return based on Morningstar’s universe of 25,000+ funds. (BUFSX was not ranked in the top 10 for the 1, 3, 5, or 10-year time period)

Management Team:

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 funds may be lower of higher than the performance quoted. Quarter-end performance can be obtained here and month-end performance can be obtained here.
Small Cap Fund

Small Cap Fund

Total Assets $1.16 Billion  (12/31/21)
Expense Ratio 1.01% / 0.86%
Benchmark Morningstar U.S. Small Growth

Sign Up for Automatic Updates

Stay up-to-date with the most recent media coverage and press releases about the Buffalo Funds.

FOR FINANCIAL PROFESSIONALS

Terms of Use – Email lists are created for use by U.S. investment professionals only and are published strictly for informational purposes. Providing access to the content of these emails does not explicitly or implicitly constitute a solicitation of services or products of the Buffalo Funds, Kornitzer Capital Management, or any of their affiliates. The information contained in the emails is not intended for distribution to, or for use by, investment professionals in a jurisdiction where distribution or purchase is not authorized. The information contained in these emails is not appropriate for use by individual investors. By registering for any of these emails, you agree to Buffalo's terms and conditions and that you are qualified as an institutional investor or otherwise member of a registered broker/dealer, registered investment advisor, or investment consulting firm.

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Barron’s Profile of Buffalo Small Cap Fund PM Bob Male

Barron’s Profile of Buffalo Small Cap Fund PM Bob Male

Media Coverage

Barron’s Profile of Buffalo Small Cap Fund PM Bob Male

Overview

Buffalo Small Cap Fund (BUFSX / BUISX) co-portfolio manager Bob Male, CFA, was recently featured in a profile by Barron’s in which he tells the story of how the firm has grown over the past 25 years and how his original focus on finding small cap companies is still his focus today. In the article, Bob describes his approach to picking premier growth stocks based on in-depth analysis of company fundamentals and highlights several small, innovative companies the Small Cap Fund investment team have identified that are transforming entrenched industries.

Investing in small companies is a little like playing golf. It can be very frustrating at times, but when you hit a shot just right, and it lands on the green, there’s nothing like it. That’s what keeps you coming back.
~ Bob Male, CFA, Co-Portfolio Manager, Buffalo Small Cap Fund

The article also identifies several small-cap stocks in the Buffalo Small Cap Fund portfolio which illustrate the Fund’s investment process in action:

  • Purple Innovation – (NASDAQ: PRPL)
  • Steve Madden – (NASDAQ: SHOO)
  • Palomar Holdings – (NASDAQ: PLMR)
  • Trade Desk – (NASDAQ: TTD)
  • Quidel – (NASDAQ: QDEL)
  • Open Lending – (NASDAQ: LPRO)
  • EverQuote – (NASDAQ: EVER)

CLICK HERE to access the Barron’s article. (subscription required)

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. 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.

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.

Buffalo Small Cap Fund portfolio manager – Bob Male
HIGHLIGHT

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.

MEDIA CONTACT

Featured Articles


Red-Hot Manager Forecasts Volatile 2023

Red-Hot Manager Forecasts Volatile 2023

John Kornitzer, Buffalo Flexible Income Fund portfolio manager, was recently interviewed by Investor’s Business Daily where he discusses industry trends that help identify opportunities with the potential for market outperformance.

Webinar – “Dividend Funds: Do We Even Need Bonds?”

Webinar – “Dividend Funds: Do We Even Need Bonds?”

Jeff Deardorff, CFA, Buffalo Dividend Focus Fund co-portfolio manager, was a featured presenter during a recent CFRA Research webinar, where he discussed the current state of dividend investing and ultimately answered the question “Do We Even Need Bonds?”

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.

Kiplinger: Top-Performing Mutual Funds

Media Coverage

Kiplinger: Top-Performing Mutual Funds

Overview

Kiplinger recognized the Buffalo Small Cap Fund as a “Top-Performing Mutual Fund” in their recent fund analysis for the period ending August 31, 2021.

The Buffalo Small Cap Fund (BUFSX) ranked #7 in the Small-Company Stock Funds category for the 20-year annualized return based on Morningstar’s universe of 25,000+ funds. (BUFSX was not ranked in the top 10 for the 1, 3, 5, or 10-year time period)

Management Team:

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 funds may be lower of higher than the performance quoted. Quarter-end performance can be obtained here and month-end performance can be obtained here.
Small Cap Fund

Small Cap Fund

Total Assets $1.16 Billion  (12/31/21)
Expense Ratio 1.01% / 0.86%
Benchmark Morningstar U.S. Small Growth

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Stay up-to-date with the most recent media coverage and press releases about the Buffalo Funds.

FOR FINANCIAL PROFESSIONALS

Terms of Use – Email lists are created for use by U.S. investment professionals only and are published strictly for informational purposes. Providing access to the content of these emails does not explicitly or implicitly constitute a solicitation of services or products of the Buffalo Funds, Kornitzer Capital Management, or any of their affiliates. The information contained in the emails is not intended for distribution to, or for use by, investment professionals in a jurisdiction where distribution or purchase is not authorized. The information contained in these emails is not appropriate for use by individual investors. By registering for any of these emails, you agree to Buffalo's terms and conditions and that you are qualified as an institutional investor or otherwise member of a registered broker/dealer, registered investment advisor, or investment consulting firm.

FOR INDIVIDUAL INVESTORS

Kiplinger: Top-Performing Mutual Funds

Media Coverage

Kiplinger: Top-Performing Mutual Funds

Overview

Kiplinger recognized the Buffalo Small Cap, Early Stage Growth, and International Funds as “Top-Performing Mutual Funds” in their recent fund analysis for the period ending July 31, 2021.

The Buffalo Small Cap Fund (BUFSX) ranked #5 in the Small-Company Stock Funds category for the 20-year annualized return based on Morningstar’s universe of 25,000+ funds. (BUFSX was not ranked in the top 10 for the 1, 3, 5, or 10-year time period)

The Buffalo Early Stage Growth Fund (BUFOX) ranked #9 in the Small-Company Stock Funds category for the 10-year annualized return. (BUFOX was not ranked in the top 10 for the 1, 3, 5, or 20-year time periods)

The Buffalo International Fund (BUFIX) ranked #10 in the International Diversified Large-Company Funds category for the 5-year annualized return. (BUFIX was not ranked in the top 10 for the 1, 3, 10, or 20-year time periods)

Management Teams:

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 funds may be lower of higher than the performance quoted. Quarter-end performance can be obtained here and month-end performance can be obtained here.
Small Cap Fund

Small Cap Fund

Total Assets $1.16 Billion  (12/31/21)
Expense Ratio 1.01% / 0.86%
Benchmark Morningstar U.S. Small Growth

Early Stage Growth Fund

Early Stage Growth Fund

Total Assets $132.43 Million  (12/31/21)
Expense Ratio 1.51% / 1.36%
Benchmark Morningstar U.S. Small Growth

International Fund

International Fund

Total Assets $659.78 Million  (12/31/21)
Expense Ratio 1.04% / 0.89%
Benchmark Morningstar Global Markets ex-US

Sign Up for Automatic Updates

Stay up-to-date with the most recent media coverage and press releases about the Buffalo Funds.

FOR FINANCIAL PROFESSIONALS

Terms of Use – Email lists are created for use by U.S. investment professionals only and are published strictly for informational purposes. Providing access to the content of these emails does not explicitly or implicitly constitute a solicitation of services or products of the Buffalo Funds, Kornitzer Capital Management, or any of their affiliates. The information contained in the emails is not intended for distribution to, or for use by, investment professionals in a jurisdiction where distribution or purchase is not authorized. The information contained in these emails is not appropriate for use by individual investors. By registering for any of these emails, you agree to Buffalo's terms and conditions and that you are qualified as an institutional investor or otherwise member of a registered broker/dealer, registered investment advisor, or investment consulting firm.

FOR INDIVIDUAL INVESTORS