Riding Trends in Power Security, Orthopedic Products, and Wireless Towers
Buffalo Funds Discovery co-portfolio manager Dave Carlsen, CFA, 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. He also cites several examples of companies within the Fund’s portfolio that highlight the team’s investment strategy at work:
- Generac Holdings (NYSE:GNRC)
- Zimmer Biomet Holdings (NYSE:ZBH)
- SBA Communications Corporation (NASDAQ:SBAC)
- Medtronic PLC (NYSE:MDT)
- T-Mobile US (NASDAQ:TMUS)
“We think midcap companies strike the balance between being small enough to grow for an extended period of time, while also being established enough to avoid the business model disruption that can occur when the economy hits a soft patch.“ ~ Dave Carlsen, CFA, Co-Portfolio Manager, Buffalo Discovery Fund
To access The Wall Street Transcript article click here. (subscription required)
Opinions expressed are those of the author or Funds as of 3/11/21 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 Fund’s holdings can be found here. Fund holdings are subject to change and should not be considered a recommendation to buy or sell any security.
All charts provided by The Wall Street Transcript.
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