Buffalo funds
Buffalo funds International Fund
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 8 investment theses and positions in 13 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Buffalo funds for every strategy.
Also held
Its investment theses
- SK hynix IncJun 2026SK hynix Inc is a memory-chip maker benefiting from AI-driven demand, especially its leadership in customized HBM.
- Schneider Electric SEJun 2026Schneider Electric SE is an electrification and industrial technology company held for its exposure to secular trends, strong free cash flow, and competitive advantages.
- ASML Holding NVJun 2026ASML Holding NV is a semiconductor equipment leader held for its exposure to AI-related secular growth, competitive advantages, and strong cash generation.
- AstraZeneca PLCJun 2026AstraZeneca PLC is a pharmaceutical company held for its secular growth profile, strong free cash flow, and management focus on returns above cost of capital.
- Lonza Group AGJun 2026Lonza Group AG is a life-sciences manufacturing company held for its secular growth trends, strong free cash flow, and value-creating management.
- MercadoLibre IncJun 2026MercadoLibre Inc is an e-commerce and fintech platform held for secular growth, competitive advantages, and strong free cash flow.
- Siemens AGJun 2026Siemens AG is an industrial technology company held for secular growth exposure, competitive advantages, and strong free cash flow.
- Disco CorporationJun 2026Disco Corporation is a semiconductor equipment company held for secular growth, competitive advantages, and strong free cash flow.