“Industry Perspectives” 3Q 2018
With the holiday season quickly approaching, this is a positive indicator for consumer spending and could help the markets finish the year strong. However, the disparity between growth stocks and value stocks is perhaps the most glaring factor that could impact investors’ portfolio performance over the next 18 months.
In this latest Industry Perspectives, we discuss:
- The Federal Reserve is continuing to raise interest rates and reduce its balance sheet in order to “normalize” the markets.
- Europe’s uncertainty heading into 2019 and the ongoing volley of tariffs and trade disputes could impact the Fed’s estimated trajectory of the U.S. economy.
- The disparity between growth stocks and value stocks is perhaps the most glaring factor that could impact investors’ portfolio performance over the next 18 months.
We get to know the companies we invest in and learn how they run their business.
Top-Down & Bottom-Up
We identify Top-Down broad, secular growth trends and search for companies from the Bottom-Up.
We construct our portfolios based on our own proprietary investment strategy.
Sticking to our disciplined investment strategy ensures we maintain a consistent, balanced approach.
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