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David Carlsen
Portfolio Manager - Buffalo Discovery and Buffalo Growth Funds at Kornitzer Capital Management Inc. /ks
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Kornitzer Capital Management | Portfolio Manager - Buffalo Discovery and Buffalo Growth Funds | Jan 2004 to Present | — |
| Strong Capital Management | Senior Equity Research Analyst | Jan 2000 to Jan 2004 | — |
| Northern Capital Management | Investment Analyst | Jan 1992 to Jan 2000 | — |
Education
University of Wisconsin-Madison
BBA - Finance
Others at Kornitzer Capital Management Inc. /ks (13)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager - Buffalo Mid Cap Fund | Mission, KS , United States | |
| Portfolio Manager | Mission, KS , United States | |
| Portfolio Manager (BUFTX) | Mission, KS , United States | |
J Jamie James Cuellar | Portfolio Manager | Mission, KS , United States |
| Portfolio Manager | Lenexa, KS , United States | |
| President | Milwaukee, WI , United States | |
| Portfolio Manager | Mission, KS , United States | |
K Ken Laudan | Co-Portfolio Manager and Healthcare Specialist | Prairie Village, KS , United States |
P Paul Dlugosch | Portfolio Manager | Leawood, KS , United States |
| Analyst and PM | United States |
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