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Fourth Quarter 2017 Commentary and Review

Growth stocks enjoyed strong results in the fourth quarter, bringing full year 2017 returns on a net of fees basis to 36% for the Broadleaf Growth Equity Portfolio.  After lagging the major indices considerably last year, 2017 was certainly growth’s opportunity to shine. Our annualized returns are ahead of the S&P 500’s over the past […]

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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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Second Quarter 2017 Performance Commentary

Growth stocks continued their strong first quarter run during the second quarter, bringing the year to date net of fees results to 16.6% for the Broadleaf Growth Equity Portfolio.  This year is a perfect example of mean reversion, as last year’s strong relative outperformance for value stocks has given way to the same in 2017 […]

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First Quarter 2017 Commentary and Review

Unlike last year which was one of the worst starts for the market in recent memory, 2017 has started out on a strong note.  The Broadleaf Growth Equity portfolio gained nice ground on the indices during the first quarter of the year, up 10% net of fees.  Since inception and over the past ten years […]

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Looking Back, Looking Forward

At the end of each year, we like to look back on the year that was and consider what we got right, what we got wrong, and what we might have learned in the process.  We then turn our attention to the year to come hoping that by putting our thoughts in writing, we’ll gain […]

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Fourth Quarter 2016 Commentary and Performance

There is no sugar coating the obvious.  In a complete reversal of our strong absolute and relative results from 2015, this year was an outright disappointment for the Broadleaf Growth Equity Portfolio and many other growth fund managers.  While we were essentially flat for the full year, the degree to which we underperformed in 2016 […]

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Brexit is Beautiful, Act 2

The results of last night’s election are no doubt worthy of an Economic Update. As I shared my initial thoughts with others on Facebook last night – the possible reason behind the Trump surprise and the likely impact on the financial markets today – I found it far easier to re-post what I had written […]

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Dead Lawns and Short People

What a boring few weeks it has been.   Following a post Brexit bounce that was surprising to many,  August has largely been, well,  August – about as exciting as dead summer lawns, and  for the kids, the thought of going back to school. But is this a calm before the storm?  We don’t think so. […]

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Second Quarter 2016 Commentary and Performance

The markets continued to recover from their first quarter lows, but there is no doubt that it has not been easy going with last week’s Brexit decision the most recent speedbump in a sideways market now over eighteen months in duration. For further information on the second quarter and our investment outlook, please view a […]

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Brexit is Beautiful

Brexit is not the end of the world, but the beginning of a new future.  The financial markets will get rocked in the short run, but the excitement I feel for a country making an active decision to endure the well advertised short term pain for what it believes to be a superior long term […]

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