Mutual Funds - Profile

Buffalo Discovery Fund

US > Multi-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process is driven by companies which may increase in value due to the development, advancement or commercial application of innovative strategies.

The investment team believes companies engaged in innovative strategies are engaged in the pursuit to discover, develop and commercialize products, services or intellectual property.

Then the research team utilizes in-house research to screen companies with capable management teams, free cash flow, scalable business models with a competitive advantage, and a More

Price

  • Last Close
  • $32.47
    -0.11
  • 52 Week HL
  • $34.05 - $24.63
  • Net Assets
  • $1810 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Natera, Inc. 2.15
Penn National 2.11
Take-Two Interactive 1.78
IHS Markit 1.78
Bandwidth Inc 1.77
Company Holding
IAA 1.74
Global Payments 1.71
Upwork Inc. 1.71
Expedia Group 1.70
MSCI 1.65
Total 18.1%

Manager

  • Name
  • Dave Carlsen
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
11.2 % YTD

  • 3 Year
  • 57.66%
  • 5 Year
  • 87.97%
  • Best
  • 62.68%
    2003
  • Worst
  • -39.01%
    2002

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
BUFTX 17%37%34%-3%28%6%4%11%32%13%1%
S&P 500 19%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 2.7% -18% 19.5% 1.2% 8.2% -1.6% 7.5% 3% 8.6% 19.9% -
Q2 5.5% 23.8% 5.2% 6.4% 5% 1.1% 1.7% 4.7% 3.5% -5.5% -
Q3 4.5% 10.1% -1.5% 5.3% 5.7% 6.5% -8.1% -2.9% 13.9% 6.1% -
Q4 1.7% 10.7% -9.2% -15.5% 3.8% -0.4% 5% 6% 7.8% -1.4% -

Returns +
M

J F M A M J J A S O N D
2021 1.1% 2.4% -0.8% 4.1% -2.5% 4% 1.9% 1.1% 1.4% -1.8% - -
2020 1.2% -6.4% -13.5% 13.4% 7.8% 1.3% 5.9% 3.3% 0.7% -1.8% 12.4% 0.2%

Annual Return

Index Comparison

Alpha

NAV