Buffalo Mid Cap Growth Fund Institutional Class (BUIMX)

Overview

The fund detailed focuses primarily on investing a significant portion of its assets, specifically at least 80%, in the equity securities of mid-cap discovery companies. These equity securities encompass a broad spectrum, including common stocks, preferred stocks, convertible securities, warrants, and rights. The defining feature of these "mid-cap discovery companies" lies in their market capitalization. For the purposes of this fund, mid-cap companies are identified based on their market capitalization at the time of purchase, which falls within the range of the Russell Midcap Growth Index. This approach suggests an investment strategy centered on the growth potential inherent in mid-cap companies, aiming to capitalize on the growth and innovation that these companies might provide.

Products and Services

• Equity Securities of Mid-Cap Discovery Companies

  The primary product offering of this fund is investment opportunities within equity securities of mid-cap discovery companies. This includes an encompassing range of financial instruments such as common stocks, which represent shares of ownership in a company; preferred stocks, which offer potential preference in dividends and asset distribution; convertible securities, which can be converted into a predetermined number of shares of the common stock; warrants, which give the holder the right to purchase the company's stock at a specific price until the expiration date; and rights, which offer the existing shareholders the right to purchase additional shares before the offering to others. This diverse portfolio is designed to leverage the growth potential and innovative capabilities of mid-cap companies, aiming to offer investors a balance of risk and reward based on the dynamism and growth prospects of these entities.