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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 […]

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First Quarter 2016 Performance and Commentary Review

The first quarter was a tale of two halves. During the first half, the stock market came under significant pressure as oil prices fell to new lows, broader credit concerns became elevated, and recessionary risks rose.  The second half was marked by a bounce in oil prices on a hoped for production quota agreement from […]

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NBR Nightly Business Report 8.26.15

Doug shares his thoughts at the 4 minute mark of this program.

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Earnings Voids and the Emergence of Plausible Risk

We had put the finishing touches on a market update celebrating our first ten years in business, but were rudely interrupted by the first violence in the markets we’ve seen in nearly a year. Yes, a year. We don’t want to minimize the severity or swiftness with which many stocks have been hit in the […]

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Second Quarter 2015 Commentary and Performance Review

The Broadleaf Growth Equity Portfolio (BGEP) enjoyed another nice gain in the second quarter, both on an absolute basis and relative to the S&P 500.  Performance gains were relatively broad based, both at the sector and individual security levels.  Technology and consumer discretionary related holdings were particular sources of strength during the quarter. Over the […]

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Many Shades of Grey

We’re getting towards the end of earnings season, which provides a little breathing room to make a few comments on the overall market.  The action has been choppy since the beginning of April, with a host of “firsts” leaving the typical investor more confused about the next move than necessarily concerned.  As we mentioned in […]

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Barron’s Big Money Poll

Doug MacKay, Broadleaf CEO and CIO, was quoted in Barron’s Big Money Poll, Spring 2015, commenting on the cautious attitudes of investors. For those of you who are subscribers, please click the following link:  http://online.barrons.com/articles/u-s-money-managers-turn-cautious-1429925071

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First Quarter 2015 Commentary and Performance Review

The Broadleaf Growth Equity Portfolio (BGEP) enjoyed a nice gain in the first quarter both on an absolute basis and relative to the S&P 500.  Performance gains were relatively broad based, both at the sector and individual security levels.  Technology and health care related holdings were particular sources of strength during the quarter along with […]

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Nevis & NASDAQ 5000

Fifteen years ago, the tech-stock heavy, dot-com laden NASDAQ hit 5000, a level it hasn’t seen since – until today – March 2nd, 2015.  Whether or not it will maintain a closing price above 5000 remains a work in progress, but in all likelihood, we’ll get there. To be honest, I wasn’t so sure that […]

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Fourth Quarter 2014 Commentary and Performance Review

The Broadleaf Growth Equity Portfolio gained a solid 2.6% during the fourth quarter, bringing its full year return to 11.8%.  While lagging the overall market’s return for the year, our results on a one, three and five year basis remain in the top half of our peer group and are in solidly positive territory.  Our […]

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