Focusing on Midcaps with Secular Growth Tailwinds
Buffalo Funds Mid Cap co-portfolio managers Josh West, CFA, and Chris Carter, CFA, were recently interviewed by The Wall Street Transcript about their strategy of picking companies with secular growth tailwinds and the opportunities available during volatile markets. They also provided several examples of companies within the Fund’s portfolio that highlight their investment strategy at work:
- MSCI – NYSE:MSCI
- Laboratory Corp. of America – NYSE:LH
- Quest Diagnostics – NYSE:DGX
- UnitedHealth Group – NYSE:UNH
- Live Nation Entertainment – NYSE:LYV
- Proofpoint – NASDAQ:PFPT
- Microsoft – NASDAQ:MSFT
“I think you’ll find, in markets that get volatile like they did in Q4 and more recently, that we’re opportunistic, and the quality bias really protects capital on the downside while also providing ample upside.“ ~ Chris Carter, CFA, Co-Portfolio Manager, Buffalo Mid Cap Fund
To access The Wall Street Transcript article click here.
Diversification does not assure a profit, nor does it protect against a loss in a declining market.
Opinions expressed are those of the author or Funds as of 6/14/19 and are subject to change, are not intended to be a forecast of future events, a guarantee of future results, nor investment advice.
Past performance does not guarantee future results.
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.
Earnings growth is not representative of the Fund’s future performance.
All charts provided by The Wall Street Transcript.
Josh West and Chris Carter, Buffalo Mid Cap co-portfolio managers, discuss a variety of issues affecting their investment strategy, including the current interest rate environment, globalization, the growth of ESG investing, and Millennials.
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