B.B.A. – University of Wisconsin – Madison (Finance, Investment & Banking)
Strong Capital Management
Northern Capital Management
Dave Carlsen, CFA
Dave joined the Buffalo Funds in 2004 as a portfolio manager and has 31 years of professional investment experience. From 2000 to 2004, Dave worked at Strong Capital Management as a Senior Equity Research Analyst. From 1992 to 2000, he worked at Northern Capital Management as an Investment Analyst.
At the Buffalo Funds, Dave works with growth equity portfolios, and his focus is on companies in all market sectors, with competitive advantages and durable growth opportunities derived from innovation.
Dave received a B.B.A. with a Major in Finance, Investment & Banking from the University of Wisconsin – Madison. He also holds the Chartered Financial Analyst designation.
Years of Experience
Years at Buffalo Funds
Total Assets $1.76 Billion (12/31/21)
Expense Ratio 1.01% / 0.86%
Benchmark Morningstar U.S. Mid Growth
Total Assets $221.35 Million (12/31/21)
Expense Ratio 0.92% / 0.77%
Benchmark Morningstar U.S. Growth
Media coverage regarding the Portfolio Manager, Funds Managed, and the Buffalo Funds in general.
7 Buffalo Funds Named to IBD Best Mutual Funds 2021 List
Seven Buffalo Funds were named to Investor’s Business Daily Best Mutual Funds 2021 list, including the Best U.S. Diversified, Growth, Large Cap, Mid Cap, Small Cap, International, and U.S. Taxable Bond Fund categories.
Riding Trends in Power Security, Orthopedic Products, and Wireless Towers
Dave Carlsen, Buffalo Discovery Fund co-portfolio manager, was recently interviewed by The Wall Street Transcript where he discusses growth drivers for companies in several sectors, including power grid security, orthopedic products, and wireless towers.
Morningstar Upgrades Buffalo Discovery Fund (BUFTX) Analyst Rating to Bronze
BUFTX earns Bronze Morningstar Analyst RatingTM due to the management team’s ability to adapt to the changing focus of the Fund over the past 14 years.
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.