Buffalo Early Stage Growth Fund (BUFOX) Research

The Buffalo Early Stage Growth Fund primarily allocates at least 80% of its total capital, including any funds acquired through borrowing for investment, to a diverse range of equity instruments. These investments comprise common stock, preferred shares, convertible bonds, warrants, and rights, all sourced from companies that the advisor designates as "early stage growth" at the point of acquisition. While mainly concentrated on domestic holdings, the fund also maintains the flexibility to channel up to 20% of its net assets into international opportunities, specifically through sponsored or unsponsored American Depositary Receipts (ADRs) and equity securities of foreign corporations that are publicly traded on U.S. stock exchanges.

Market snapshot

Symbol
BUFOX
Price
$19.02
Day change
+2.70%
Market cap
$72.4M
52-week range
14.97-19.02
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Virtus NFJ International Value Fund (AFJAX)
  • Baron FinTech Fund (BFINX)
  • The European Equity Fund, Inc. (EEA)
  • Rational Dynamic Brands Fund (HSUTX)
  • Guggenheim Large Cap Value Fund (SEGPX)
  • Guggenheim StylePlus - Mid Growth Fund (SEUPX)
  • Sit Balanced Fund (SIBAX)
  • Teberg Fund (TEBRX)

Open Buffalo Early Stage Growth Fund (BUFOX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.