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PROCESS

Our investment process follows three basic steps in which we CREATE the initial portfolio, MANAGE it on an ongoing basis, and CRITIQUE our results after the fact.

Starting with our favorite 30-40 growth stocks, we create a portfolio that is designed to outperform the S&P 500 over the forecast period. We then manage this portfolio by closely following earnings trends, tracking performance of individual holdings through different market environments, and employing our rigorous sell discipline. Over time, we critique the investment returns, as well as the changes we’ve made, to ensure we’re adding value and improving investor outcomes in the future.

Click here to view an in depth video discussion of our investment process Broadleaf Growth Equity Portfolio Investment Process Video