Buffalo Small Cap Fund Inc.
BUFSX
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- Buffalo Small Cap Growth Fund Inc. (BUFSX) is an actively managed open-end mutual fund that seeks long-term growth of capital by investing primarily in equity securities of small-cap growth companies, including common stocks, preferred stocks, and other equity instruments of smaller companies that benefit from long-term secular growth trends such as demographic changes, healthcare innovation, and technological advancements; the fund maintains at least 80% of its net assets, plus any borrowings for investment purposes, in these securities, targeting high-quality firms with strong management, scalable models, sustainable competitive advantages, free cash flow generation, and limited debt. Investor class shares (BUFSX), launched on April 14, 1998, carry a net expense ratio of 0.89% and minimum initial investment of $2,500, while institutional class shares (BUISX), introduced on July 1, 2019, feature a 0.87% expense ratio; as of mid-2025, the fund manages approximately $490 million in net assets across both classes, with a portfolio of around 73 holdings, a weighted average market capitalization of $4.88 billion, 3-year annualized turnover of 31%, and active share of 90% versus the Russell 2000 Growth Index benchmark. The fund operates within the small-cap growth segment, serving individual and institutional investors in the United States through major brokerages and financial advisors, with sector allocations emphasizing industrials, information technology, health care, financials, and consumer discretionary. Buffalo Small Cap Growth Fund Inc. traces its origins to the Buffalo Funds family, founded in 1994 and advised by Kornitzer Capital Management Inc., an independent boutique investment manager headquartered in Mission, Kansas. Recent developments include the appointment of Craig Richard, CFA, as co-portfolio manager alongside veteran Bob Male, CFA, effective July 28, 2023, enhancing the team's expertise in small-cap growth strategies; quarterly commentaries for Q2 2025 highlight portfolio positioning amid market volatility, top contributors like Palomar Holdings Inc. and detractors such as Option Care Health Inc., and ongoing adherence to proprietary top-down trend identification combined with bottom-up fundamental research; net assets grew to roughly $490 million by August 2025 amid fluctuating performance, with year-to-date returns around -2.5% as of mid-year, reflecting disciplined risk management evidenced by a 3-year Sharpe ratio of -0.05 and downside capture of 104% relative to the benchmark.