As far as a Small Cap Fund goes, back to back years of strong, above average returns tells an investor something: the fund manager knows what he is doing. We all know this.

But one fund in particular, the Buffalo Small Cap Growth fund, has some taken some interesting positions. No doubt, this mutual fund is one of the best out there when it comes to small caps, they have a fairly aggressive position in a gaming company that supplies slot machines to casinos. With Donald Trump’s Atlantic City casinos in the trouble they are in, is there much to be made in this sector?