Buffalo Mutual Fund Plays Major Themes With Stocks
Buffalo Funds Large Cap portfolio manager Ken Laudan was recently interviewed by Investor’s Business Daily (IBD) where he discusses how he uses industry growth trends, such as cloud computing, digitalization of workflow, cybersecurity, electrification of vehicles and digital payments, to identify opportunities with the potential for outperformance. He also cites several examples of companies within the Fund’s portfolio that highlight his investment strategy at work:
- ASML Holding (NASDAQ: ASML)
- Alphabet (NASDAQ: GOOGL)
- Danaher (NYSE: DHR)
“I’m trying to build a large-cap portfolio whose holdings represent the best ideas of major (economic) themes. However, it gets harder and harder to find stocks with a disconnect.“ ~ Ken Laudan, Portfolio Manager, Buffalo Large Cap Fund
To access the IBD article click here.
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Opinions expressed are those of the author or Fund as of 9/3/21 and are subject to change, are not intended to be a forecast of future events, a guarantee of future results, nor investment advice. A complete list of the Fund’s holdings can be found here. Fund holdings and sector allocations are subject to change and should not be considered a recommendation to buy or sell any security.
The Russell 1000 Growth Index measures the performance of those Russell 1000 Index companies with higher price-to-book ratios and higher forecasted growth values. The S&P 500 is a capitalization weighted index of 500 large capitalization stocks which is designed to measure broad domestic securities markets. One cannot invest directly in an index.
The Buffalo Large Cap Fund was included in the Best U.S. Diversified Funds list. Funds named to the Investor’s Business Daily 2021 Best Mutual Funds Award Winner list were chosen because they have outperformed their benchmark index (S&P 500) over the past 1, 3, 5, and 10-year periods, as of 12/31/20. In order to make the list, funds must have outperformed in all four time periods. IBD made its selections from 1,286 U.S. diversified stock mutual funds that met the criteria of having at least 10 years of operation. To view IBD’s complete list and analysis of the Best Mutual Funds 2021, please visit: https://www.investors.com/etfs-and-funds/mutual-funds/best-mutual-funds-beating-sp-500-over-last-1-3-5-10-years/.
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