Managing Client Expectations in a Volatile Market
That’s why it’s so important for financial advisors and their clients to agree on a plan now and set realistic expectations for the inevitable market fluctuations.
In this updated white paper from the Buffalo Funds, we discuss the following concepts:
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.