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Fourth Quarter 2017 Commentary and Review

Growth stocks enjoyed strong results in the fourth quarter, bringing full year 2017 returns on a net of fees basis to 36% for the Broadleaf Growth Equity Portfolio.  After lagging the major indices considerably last year, 2017 was certainly growth’s opportunity to shine. Our annualized returns are ahead of the S&P 500’s over the past three, five, and ten years and are also in the top quartile of large cap growth managers over the last one, three and ten year periods.

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