Third Quarter 2013 Commentary & Performance

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 […]

2013-10-01T18:32:43-04:00October 1st, 2013|Blog|

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 […]

2013-06-05T15:27:21-04:00June 5th, 2013|Economic Updates|
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