News & Updates
I am not a particularly good salesman. From the time I first meet a prospect to when they become a…
The Broadleaf Growth Equity Portfolio (BGEP) enjoyed a very strong third quarter in absolute and rel…
Tag Archives: Broadleaf Partners
I am not a particularly good salesman. From the time I first meet a prospect to when they become a full-fledged client, it can often take two years even when they initiate the first meeting. Fortunately, growing the firm isn’t one of my primary roles, a responsibility that does fall to Bill Hoover, my business [...]
The Broadleaf Growth Equity Portfolio (BGEP) enjoyed a very strong third quarter in absolute and relative terms, enabling it to catch up and surpass the S&P 500’s returns on a year to date basis after lagging for the first half of the year. While no single quarter establishes a trend, the results are a clear [...]
It might not be what you think! Click here for a short two minute video we ran across on the CFA Institute’s “Market Integrity Insight” blog.
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 [...]
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 [...]
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 [...]
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!
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 [...]
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 [...]
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 [...]