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Buffalo Capital Corporation’s High Income Strategy

Cumulative Returns (Net of Fees) through December 31, 2016



High Income Strategy vs. Barclays Aggregate Bond Index

8.4% Annualized Rate of return since inception (23 ½ years)

If you would like to see detailed quarterly performance numbers for Buffalo Capital’s High Income Strategy please click here.

Buffalo Capital Corporation’s High Income Strategy is for intermediate to long-term conservative investors who seek to preserve and consistently grow their liquid assets. The High Income Strategy has the primary objectives of avoiding large losses and realizing a positive return every year. The strategy utilizes high yield bond and money market mutual funds combined with a market driven defensive trading strategy designed to avoid losses.

High Income Strategy returns are based on a model actual cash account specifically selected to establish a performance track record. Returns include the reinvestment of all distributions from the mutual funds. Returns from 12/31/13 to present are shown net of the strategy’s maximum fee of 1.75% per annum and all operating expenses of the mutual funds. Returns from 6/18/93 – 12/31/13 are shown net of the strategy’s prior maximum fee of 2.00% per annum.

The Barclays Aggregate Bond Index covers the USD-denominated, investment-grade, fixed-rate, taxable bond market of SEC-registered securities. The index includes government securities, mortgage-backed securities, asset-backed securities and corporate securities all with a maturity of greater than one year.

Bank certificates of deposit are interest bearing accounts issued by banks and savings institutions. The principal is insured by an agency of the Federal Government up to $250,000. Unlike the BCC High Income Strategy, bank certificates of deposit have no management fees or other operating expenses to reduce their reported return.

Past Performance Is Not a Guarantee of Future Results.