Kiplinger: Top-Performing Mutual Funds

Media Coverage

Kiplinger: Top-Performing Mutual Funds

Overview

Kiplinger recognized the Buffalo Small Cap and the Buffalo Emerging Opportunities funds as “Top-Performing Mutual Funds” in their recent fund analysis for the period ending December 31, 2019.

The Buffalo Small Cap Fund (BUFSX) ranked #7 in the Small-Company Stock Funds category for 1-year and 20-year annualized returns* (not ranked in the top 10 for the 5-year or 10-year time periods). The Buffalo Emerging Opportunities Fund (BUFOX) ranked #8 in the same category for 10-year annualized returns* (not ranked in the top 10 for the 1-year or 5-year time periods).

* Based on Morningstar’s universe of 25,000+ funds

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 $439.76 Million  (3/31/20)
Expense Ratio 1.01% / 0.86%
Benchmark Morningstar U.S. Small Growth

Emerging Opportunities Fund

Emerging Opportunities Fund

Total Assets $66.84 Million  (3/31/20)
Expense Ratio 1.49% / 1.34%
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 the Buffalo Emerging Opportunities funds as “Top-Performing Mutual Funds” in their recent fund analysis for the period ending November 30, 2019.

The Buffalo Small Cap Fund (BUFSX) ranked #4 in the Small-Company Stock Funds category for 20-year annualized returns, and the Buffalo Emerging Opportunities Fund (BUFOX) ranked #9 in the same category for 10-year annualized returns.

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 $439.76 Million  (3/31/20)
Expense Ratio 1.01% / 0.86%
Benchmark Morningstar U.S. Small Growth

Emerging Opportunities Fund

Emerging Opportunities Fund

Total Assets $66.84 Million  (3/31/20)
Expense Ratio 1.49% / 1.34%
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.

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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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“Market Call” with Buffalo Emerging Opportunities Fund PM Doug Cartwright

“Market Call” with Buffalo Emerging Opportunities Fund PM Doug Cartwright

Media Coverage

“Market Call” with Buffalo Emerging Opportunities Fund PM Doug Cartwright

Overview

Buffalo Funds Emerging Opportunities co-portfolio manager Doug Cartwright, CFA, recently appeared on the Money Life with Chuck Jaffe podcast. During the call, Doug goes in-depth on his team’s investing methodology in the small cap space, discussing their search for “growth at a reasonable price”. He provides several examples of small-cap companies both inside and outside the Fund’s portfolio that highlight how their investment strategy is applied to stock selection:

  • 8×8 – EGHT (NYSE)
  • Playa Hotels & Resorts – PLYA (Nasdaq)
  • Inspire Medical Systems – INSP (NYSE)
  • Simon Property Group – SPG (NYSE)
  • Comcast – CMSCA (Nasdaq)
  • Visa – V (NYSE)

We’re really looking for opportunities on a granular level. Companies that have a chance to be much larger than they are today, that we can acquire at what we think is a reasonable price.
~ Doug Cartwright, CFA, Co-Portfolio Manager, Buffalo Emerging Opportunities Fund

MORE ABOUT DOUG


Doug Cartwright, CFA
Portfolio Manager
13 Years of Experience
 View full bio

Opinions expressed are those of the author or Funds as of 6/28/19 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. Past performance does not guarantee future results. Earnings growth is not representative of the Fund’s future performance. 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. The expense ratio for BUFOX is 1.49% as of 6/30/19.

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. Standardized performance can be obtained here.

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