For moderate investors who are comfortable using a flexible approach to take advantage of opportunities across a wide array of fixed income sectors. Our Opportunistic Income strategy has the ability to generate positive returns in both up and down market environments.  Investors in our Opportunistic Income strategy are comfortable with moderate downside volatility in pursuit of potentially higher returns. 

Opportunistic Income Strategy

Opportunistic Income 

vs.

Bloomberg Barclays Aggregate Bond Index

03/31/15 - 03/31/20

Buffalo Capital Corporation’s Opportunistic Income Strategy is for intermediate to long-term conservative investors who seek to preserve and consistently grow their liquid assets. Our Opportunistic Income strategy has the flexibility to take advantage of opportunities across a wide array of fixed income sectors.  The strategy invests tactically across high yield bond, convertible bond, preferred securities, high yield municipal bond, floating rate bank loan, U.S. Government Bond and money market mutual funds.

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Returns displayed are for Buffalo Capital’s Opportunistic Income strategy actual cash model account and include the reinvestment of all distributions from the mutual funds.  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 3/31/15 – 3/31/18 are shown net of the strategy’s prior maximum fee of 1.75% per annum.  The model account was specifically selected to establish a performance track record.  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.  

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Newport Beach, CA 92660


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