U.S. Fund Managers on Hunt for Companies that won’t be ‘Amazon’ed’ Away
Buffalo Funds portfolio manager Scott Moore was recently quoted in an article with Reuters, with the discussion centered around how he has adjusted his fund’s portfolio from traditional department stores into companies such as Home Depot Inc, whose bulky, heavy items are hard to ship profitably.
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“Retail is a landmine and you just don’t know who is going to be disrupted by Amazon. You are seeing money rotate into names where people feel comfortable with companies that won’t be Amazon’ed away,” said Scott Moore, Portfolio Manager, Buffalo Funds.
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