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Third Quarter 2017 Commentary and Review

Growth stocks enjoyed strong third quarter results, bringing our year to date return on a net of fees basis to 24.2% for the Broadleaf Growth Equity Portfolio.  After lagging the major indices considerably last year, 2017 has been growth’s opportunity to shine, something we  discuss further in the market review and outlook section, below. Our annualized returns are now ahead of the market’s over the past three, five, ten years and since inception periods.

For further information on the quarter and our investment outlook, please view a printable version of this Review: Third Quarter 2017 Commentary and Review