News & Updates
I am not a particularly good salesman. From the time I first meet a prospect to when they become a…
The Broadleaf Growth Equity Portfolio (BGEP) enjoyed a very strong third quarter in absolute and rel…
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I am not a particularly good salesman. From the time I first meet a prospect to when they become a full-fledged client, it can often take two years even when they initiate the first meeting. Fortunately, growing the firm isn’t one of my primary roles, a responsibility that does fall to Bill Hoover, my business [...]
The Broadleaf Growth Equity Portfolio (BGEP) enjoyed a very strong third quarter in absolute and relative terms, enabling it to catch up and surpass the S&P 500’s returns on a year to date basis after lagging for the first half of the year. While no single quarter establishes a trend, the results are a clear [...]
It might not be what you think! Click here for a short two minute video we ran across on the CFA Institute’s “Market Integrity Insight” blog.
The stock market has continued to do very well over the summer months, reaching new, all-time highs and proving to even the most stubborn of skeptics that Great Recessions can become Great Recoveries for those with the appropriate time horizon. While our industry spends a great deal of time and effort focused on relative performance [...]
Ten years ago, my son Pete wrote a letter to President Bush as a first grade class assignment following the events of 9/11. He encouraged the President to stand firm in his decisions and closed by asking if he was going to grow a beard or wanted to be on a coin. While my first [...]
The Broadleaf Growth Equity Portfolio (BGEP) generated a slight gain during the quarter but lagged the indices’ more impressive results for the second quarter in a row. In general, our portfolio is geared to outperform in a more cyclically driven market environment than the defensive one largely experienced this year. The portfolio began to gain [...]
Doug MacKay featured on CNBC this morning to discuss effect of Fed policy. If the video above doesn’t work, click here.
In recent weeks, I’ve learned that the catcher, next to the pitcher, is perhaps the most important position in all of baseball. The catcher is the equivalent of the Highway Patrol, CIA and FBI, all rolled up into one guy on the field. Unless the catcher proves to the other team that he is both [...]
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 [...]