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Tag Archives: Broadleaf Partners
Driving with the Doors Off, Part II
About ten months ago, I wrote about my new bulldozer-yellow Jeep Wrangler, comparing the sensation of Driving with the Doors Off to investing in the New Normal, or as I like to call it, a “slow growth for as far as the eyes can see” environment. While the pavement had always been a mere twelve [...]
Posted in Economic Updates
Also tagged bonds, Broadleaf, cleveland, Economics, Equities, Federal Reserve, Finance, financial securities, hudson, Money Management, Money Manager, Stocks, taper, tapering
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Bob Feller Act of Valor Award
In the spirit of Memorial Day, Broadleaf Partners would like to spread the news about the inaugural Bob Feller Act of Valor Award, which is being launched from the Cleveland, Ohio area this summer. The following excerpt was taken from the Act of Valor Award’s website: Bob Feller is widely recognized as one of the [...]
Fourth Quarter 2012 Performance Review
The stock market treaded water during the fourth quarter, awaiting final resolution of the Fiscal Cliff. On that front, there was some positive midnight news on the final day of the year as Congress struck a deal on revenues (taxes), but predictably punted the question over spending to another day. That day will likely prove [...]
Posted in Blog
Also tagged BGEP, Bill Hoover, Broadleaf, Broadleaf Growth Equity Portfolio, Doug Mackay, Equity, Growth, Growth Investing, Growth Stocks, Investing, Investments, Money Management, Money Manager, Stock Investing, Stocks
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An OPEd Worth Reading
We really enjoyed the attached OPEd piece in this morning’s Wall Street Journal as it reflects our current thinking and general views of the past year. While the world economic situation may not feel ideal, opportunity beckons in the United States. We really believe it!
Posted in Blog
Also tagged Broadleaf, Doug Mackay, Economy, Fracing, Hydraulic Fracturing, Manufacturing Renaissance, Natural Gas, Oil, United States, US, WSJ
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Nothing Changed
Many events have transpired since our mid-September update, but not much has really changed. Economic growth should remain slow for as far as the eyes can see, as each region of the world struggles with its own version of the New Normal. Capitalistic animal spirits have gone the way of the modern American male and [...]
Posted in Economic Updates
Also tagged BGEP, Broadleaf, Broadleaf Growth Equity Portfolio, Doug Mackay, Economics, Economy, Equity, Fiscal Cliff, Growth Equity, Investment Management, Investments, Large Cap, Money Management, Natural Gas, Stock Market, Stocks
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Third Quarter 2012 Performance Commentary
In spite of well publicized worries over a dysfunctional government, the impending fiscal cliff, and slower earnings growth, the markets did what they usually do during such periods by confounding the experts. During the third quarter, the S&P gained more than six percent. The Broadleaf Growth Equity Portfolio (BGEP) gained a solid 5.1% on considerable [...]
Posted in Blog
Also tagged BGEP, Broadleaf, Finance, Growth Equity, Growth Fund, Money Manager, Stock Market, Stocks
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All In
Dissatisfied with progress on the jobs front, the Fed went “all in” yesterday in its much anticipated, most recent policy announcement. Unlike QE1, QE2 and Operation Twist, the latest addition to the monetary smorgasbord is open-ended, meaning that it has no pre-established termination date. (View a printable version of this Economic Update: All In). Policy, we [...]
Posted in Economic Updates
Also tagged Bernanke, Broadleaf, Economics, Fed, Federal Reserve, Investments, MBS, Monetary Policy, QE3, Quantitative Easing, Stock Market
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Plain Vanilla
Last Thursday evening, JP Morgan announced it lost at least $2 billion on trades related to “egregious” errors on its “synthetic” investments. The complex products that were meant to protect the bank instead blew up in their face. Perhaps if JP Morgan stuck to the business of making better loans, it wouldn’t be so enamored [...]
Posted in Economic Updates
Also tagged "Plain Vanilla", BGEP, Broadleaf, Egregious, Investments, JP Morgan, JPM
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Broadleaf Partners Recognized For Outstanding Performance
Broadleaf Partners was recently recognized by Lipper Marketplace as a Top Money Manager in the U.S. Large-cap Growth Equity category for the three years ending 12/31/2011. We believe this is a testament to the strength and reliability of our process. To view the top 40 rankings, please click the link below. Lipper Top 40 Money [...]
