“Seeking Growth Through Innovation”

How the Buffalo Discovery Fund portfolio managers use innovation as the cornerstone of their investment strategy

Innovation is having an impact in every aspect of our lives, from healthcare to manufacturing to online services. We are even seeing innovation in something as mundane as trash collection. The trend towards innovation has been around for hundreds of years, but the accelerated pace of technological advances provides for an ever-increasing level of growth in innovative ideas.

The portfolio managers of the Buffalo Discovery Fund strive to capitalize on these trends by continuing to seek investment opportunities in premier growth companies, which are using innovation to disrupt the old ways of conducting business.

Our Portfolio Managers look for companies that:

  • Embrace change as an opportunity to create business value
  • Can benefit from broad-reaching secular growth trends, leading to potential revenue growth
  • Create better “mousetraps” with a new product, service, or distribution strategy
  • Discover, develop, and commercialize products, services, or intellectual property

In this latest report, we outline our views on innovation as a key component of our investment criteria for companies in the Buffalo Discovery Fund portfolio.

Fundamental Approach

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.

Proprietary Philosophy

We construct our portfolios based on our own proprietary investment strategy.

Disciplined Investing

Sticking to our disciplined investment strategy ensures we maintain a consistent, balanced approach.