Sign in

You're signed outSign in or to get full access.

David Carlsen

David Carlsen

Portfolio Manager - Buffalo Discovery and Buffalo Growth Funds at Kornitzer Capital Management Inc. /ks

Mission, KS , United States

About

David Carlsen is a Portfolio Manager at Kornitzer Capital Management, Inc. in Mission, KS, where he oversees the Buffalo Discovery and Buffalo Growth Funds. He brings over three decades of investment experience, focusing on growth equity portfolios across all market sectors, with an emphasis on companies exhibiting competitive advantages and durable growth opportunities driven by innovation. Carlsen is responsible for portfolio construction, security selection, and ongoing management, ensuring alignment with the funds' investment objectives and client goals.

Carlsen specializes in identifying innovative companies with sustainable growth potential across a broad range of industries, including technology, healthcare, consumer, and industrial sectors. His investment approach leverages deep fundamental research and a long-term perspective, seeking out businesses with strong competitive moats and the ability to adapt to evolving market trends. He is known for his disciplined process and commitment to delivering consistent, risk-adjusted returns for investors.

Prior to joining Kornitzer Capital Management in 2004, Carlsen served as a Senior Equity Research Analyst at Strong Capital Management and as an Investment Analyst at Northern Capital Management. He holds a Bachelor of Business Administration in Finance from the University of Wisconsin-Madison and is a Chartered Financial Analyst (CFA) charterholder. Throughout his career, Carlsen has been recognized for his expertise in growth investing and his contributions to the development of successful investment strategies for both institutional and private clients.

Career History

OrganizationRoleDate RangeDetails
Kornitzer Capital ManagementPortfolio Manager - Buffalo Discovery and Buffalo Growth FundsJan 2004 to Present
Strong Capital ManagementSenior Equity Research AnalystJan 2000 to Jan 2004
Northern Capital ManagementInvestment AnalystJan 1992 to Jan 2000

Education

University of Wisconsin-Madison

BBA - Finance

Others at Kornitzer Capital Management Inc. /ks (13)

NameRoleLocation
Chris Carter
Chris Carter
Portfolio Manager - Buffalo Mid Cap FundMission, KS , United States
Craig Richard
Craig Richard
Portfolio ManagerMission, KS , United States
Douglas Cartwright
Douglas Cartwright
Portfolio Manager (BUFTX)Mission, KS , United States
J
Jamie James Cuellar
Portfolio ManagerMission, KS , United States
Jeff Deardorff
Jeff Deardorff
Portfolio ManagerLenexa, KS , United States
Joe Neuberger
Joe Neuberger
PresidentMilwaukee, WI , United States
Josh West
Josh West
Portfolio ManagerMission, KS , United States
K
Ken Laudan
Co-Portfolio Manager and Healthcare SpecialistPrairie Village, KS , United States
P
Paul Dlugosch
Portfolio ManagerLeawood, KS , United States
Alex Hancock
Alex Hancock
Analyst and PMUnited States
Showing 1-10 of 13 team members

Similar Fund Managers

NameRoleFundLocation
Matt Heimann
Matt Heimann
Chief Investment OfficerCreativeone Wealth, LLCKansas City, MO , United States
Doug Leach
Doug Leach
Portfolio ManagerDean Capital ManagementLee's Summit, MO , United States
Jason Solomon
Jason Solomon
Senior Investment AnalystDean Capital ManagementDenver, CO , United States
J
Jim Klein
Principal, Sr. Portfolio ManagerMeritage Portfolio ManagementOverland Park, KS , United States
L
Leonard Mitchell
CFA, Principal, Sr. Portfolio ManagerMeritage Portfolio ManagementOverland Park, KS , United States