News & Updates
About ten months ago, I wrote about my new bulldozer-yellow Jeep Wrangler, comparing the sensation o…
In the spirit of Memorial Day, Broadleaf Partners would like to spread the news about the inaugural…
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About ten months ago, I wrote about my new bulldozer-yellow Jeep Wrangler, comparing the sensation of Driving with the Doors Off to investing in the New Normal, or as I like to call it, a “slow growth for as far as the eyes can see” environment. While the pavement had always been a mere twelve [...]
In the spirit of Memorial Day, Broadleaf Partners would like to spread the news about the inaugural Bob Feller Act of Valor Award, which is being launched from the Cleveland, Ohio area this summer. The following excerpt was taken from the Act of Valor Award’s website: Bob Feller is widely recognized as one of the [...]
The last three months have been rewarding for stocks, but like baseball in the snow, something hasn’t quite felt right. We’ve enjoyed some gains, but keeping pace with the rapidly rising indices has proven challenging. Historically, our long term results have almost entirely been a function of strong individual stock picks, but in recent months it has been [...]
Crain’s Cleveland Business recently published a list of the largest local money managers. Broadleaf Partners was the fastest growing manager in 2012 and also ranked as one of the 20 largest firms in the Cleveland/Akron, OH area. For the complete list of firms, click here.
The stock market and the Broadleaf Growth Equity Portfolio (BGEP) enjoyed strong first quarter gains even if our relative results were a tad underwhelming. The BGEP was very strong in January, but our results flattened during the last two months of the quarter while the stock market pressed onwards and upwards to new all-time highs. [...]
This was recently passed along by some colleagues and we loved how simple and explanatory it was! Enjoy! SOCIALISM You have 2 cows. You give one to your neighbor. COMMUNISM You have 2 cows The State takes both and gives you some milk. [...]
An excerpt from our most recent economic update, Flying High, was mentioned in Business Insider’s “5 Smart Insights for Financial Advisers” this weekend. Given the Wall Street Journal and several other media sources are pounding the table even more about recent stock market highs this weekend, we think you would be interested to hear our [...]
The media has made a spectacle out of the Dow Jones Industrial Average reaching new all-time highs. Once again, what may prove newsworthy is not only misleading but also, quite frankly, false. Allow us to explain. The Dow Jones Industrial Average and the S&P 500 indices do not include the compounding effect of dividends paid [...]
We were recently on CNBC to discuss the market and some popular tech stocks. If the video above doesn’t work, click here.
Please tune in to watch Broadleaf Partners’ Chief Investment Officer, Doug MacKay, on CNBC’s Squawk on the Street this Friday, February 22, 2013 at 11:00am. For those of you unable to catch it live, a link to the video will be posted to the website when it becomes available.