For conservative investors who seek to consistently generate positive returns while maintaining daily liquidity at all times. Our Managed Income Strategy targets a positive total return during all one-year periods through active risk management with an emphasis on fixed income securities. Investors in our Managed Income strategy should experience low downside principal volatility.
Bloomberg Barclays Aggregate Bond Index
06/18/93 - 03/31/20
7.6% Annualized Rate of return since inception (26+ years)
Buffalo Capital Corporation’s Managed Income Strategy is for intermediate to long-term conservative investors who seek to preserve and consistently grow their liquid assets. Our Managed 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.
Returns displayed are for Buffalo Capital’s Managed Income strategy actual cash model account and include the reinvestment of all distributions from the mutual funds. Performance from inception through 6/30/17 has been verified by Alpha Performance Verification Services. The verification report is available upon request. Returns from 3/31/18 to present are shown net of the strategy’s maximum fee of 1.50% per annum and all operating expenses of the mutual funds. Returns from 12/31/13 – 3/31/18 are shown net of the strategy’s prior maximum fee of 1.75% per annum. Returns from 6/18/93 – 12/31/13 are shown net of the strategy’s initial maximum fee of 2.00% per annum. The model account was specifically selected to establish a performance track record. The Managed Income strategy was formerly named the High Income strategy. The name change went into effect on 7/1/17. Past performance is not a guarantee of future results.
The Bloomberg Barclays US 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.