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PERFORMANCE

Photo courtesy of Joe Prekop

At Broadleaf, our primary investment offering is the Broadleaf Growth Equity Portfolio, whose objective is to outperform the S&P 500 and Russell 1000 Growth indices over a three to five year time horizon or full market cycle.  We maintain and publish a performance composite for this portfolio on a quarterly basis, which includes all separately managed client accounts using this growth investment strategy.  For additional information on the Broadleaf Growth Equity Portfolio, see our product page or our most recent quarterly performance commentary.

View our latest Quarterly Commentary & Performance or GIPS Compliant Performance Results.