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New Talent and Aging Stars

I’m sitting at my desk right now, watching the endless stream of earnings shoot across my screen, and I can’t stop thinking of the strong parallels to a Wall Street Journal article from this morning on The Changing of the Guard in the NBA. The article talks about the current NBA playoffs and the emerging […]

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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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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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Video Walk Through of the Broadleaf Growth Equity Portfolio Investment Process

Broadleaf Partners is a growth focused investment management firm based in Hudson, Ohio specializing in large cap, concentrated growth stock portfolios whose objective is to outperform the S&P 500 over a full market cycle. We cater to high net worth individuals and institutions who want to have an investment exposure to the most innovative and […]

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CNBC Power Lunch – Tech on a Tear 2.8.17

The Nasdaq market continues to post new highs, but what types of technology companies are poised to push it higher? Will it be value-tech of growth-tech? Are you wondering what the difference is?

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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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Third Quarter 2016 Commentary and Performance

We enjoyed a nice third quarter rebound following the second quarter, Brexit-induced swoon.  The market’s returns were relatively narrow; technology as a whole did very well and select positions within the health care and consumer discretionary sectors helped our portfolio relative to the market. On a year to date basis, we are finally back into […]

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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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CNBC Power Lunch – Buy the Tech Rally? 7.11.16

In a market starved for growth, which types of companies within the tech sector represent the best long-term investments? CNBC reached out to Broadleaf Partners CIO, Doug MacKay, to find out.

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