Media Coverage

Investing Based on Exposure to Long-Term Trends

March 23, 2017

Overview

Buffalo Funds portfolio manager Elizabeth Jones, MD, CFA, was recently interviewed by The Wall Street Transcript, where she discusses how her background in health care as a practicing physician helps contribute to her investment philosophy and approach with the Buffalo Discovery Fund and Large Cap Fund. Elizabeth started her professional career at the University of Chicago Hospitals in internal medicine and pediatrics.

To access The Wall Street Transcript article click here.

Both of the funds referenced are growth funds and have delivered over the intermediate- and long-term returns in excess of peer groups, at lower risk.

As of 3/31/183 MOYTD1 YR3 YR5 YR10 YR15 YRSince Inception
(4/16/01)
Buffalo Discovery Fund1.241.2417.359.6214.5513.4414.409.30
  Russell Midcap Growth Index2.172.1719.749.1713.3110.6112.128.77
  Morningstar Mid-Cap Growth2.152.1518.348.2811.949.3911.026.77
As of 3/31/183 MOYTD1 YR3 YR5 YR10 YR15 YRSince Inception
(5/19/95)
Buffalo Large Cap Fund0.170.1715.4110.4714.8310.3810.349.55
  Russell 1000 Growth Index1.421.4221.2512.9015.5311.3410.889.18
  Lipper Large Cap Growth Fund Index2.982.9823.1411.7014.779.829.808.15
  Morningstar Large Growth2.302.3020.4110.6413.819.8710.248.37

Buffalo Discovery Fund expense ratio is 1.03%. Buffalo Large Cap Fund expense ratio is 0.96%. 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 value. Current performance may be lower or higher than the performance quoted. Performance data current to the most recent month-end may be obtained here. Performance data current to the most recent quarter-end may be obtained here.

Buffalo Discovery Fund – 3 Year Risk Metrics
(As of 3/31/18)

vs Russell Midcap Growth Index
Upside Capture93.14
Downside Capture86.38
Alpha1.76
Beta0.85
Sharpe Ratio0.92

Buffalo Large Cap Fund – 3 Year Risk Metrics
(As of 3/31/18)

vs Russell 1000 Growth Index
Upside Capture85.19
Downside Capture94.52
Alpha-0.87
Beta0.89
Sharpe Ratio0.97

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 Discovery Fund and Large Cap Fund’s holdings can be found here and here, respectively. Fund holdings are subject to change and should not be considered a recommendation to buy or sell any security.

Diversification does not assure a profit, nor does it protect against a loss in a declining market.

HIGHLIGHT

Dr. Elizabeth Jones, Buffalo Funds Portfolio Manager, discusses her background in health care and how it applies to her investment strategy.

MEDIA CONTACT

Joel Crampton
Director of Marketing
(913) 647-9881
Email

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