We are Active Money Managers
We are a boutique active money management firm best known for our Broadleaf Growth Equity Portfolio (BGEP). The BGEP is appropriate for clients seeking exposure to a growth oriented investment style for a portion of their overall investment portfolio. Our objective is to outperform the S&P 500 over a full market cycle on a net of fees basis, following our disciplined and dynamic portfolio management process.
In a climate where investors have come to accept average returns of passive investments as the new norm, we remain unabashedly committed to picking stocks and managing portfolios with the goal of delivering winning results. Too many investors have been indoctrinated into the view that they can’t outperform, and that it isn’t even worth trying.
We disagree!
Our Investment Process
Create
We actively research and select our favorite 25-35 growth stocks to create a portfolio that is designed to outperform the S&P 500 over the forecast period.
Manage
We manage the portfolio by closely following earnings trends, tracking performance of individual holdings through different market environments and employing our rigorous sell discipline.
Critique
Over time, we critique the investment returns as well as the changes we’ve made to ensure that we’re adding value and improving investor outcomes in the future.
Our Performance
Our primary investment offering is the Broadleaf Growth Equity Portfolio (BGEP), which strives to outperform the S&P 500 index over a three to five year time horizon or full market cycle. We maintain and publish a performance composite for this portfolio on a quarterly basis, which includes all separately managed client accounts using this growth investment strategy.
Annualized Returns as of 6/30/2020
| 3 Years | 5 Years | 10 Years |
|---|---|---|
| 25.5% BGEP |
17.94% BGEP |
17.92% BGEP |
| 10.7% S&P 500 |
10.7% S&P 500 |
14.0% S&P 500 |
Past performance is no guarantee of future results. The information provided here should not be considered an individualized recommendation or personalized investment advice, as the BGEP is not a suitable investment for everyone. For our full Performance Disclosures, please click here.
We Can Also Help With Your Overall Investment Objectives
While best known for the BGEP, with its impressive long-term track record, we also offer additional comprehensive investment strategies. Our Strategic Investment Portfolios (STRIPs) are actively managed investment portfolios created for investors of varying risk tolerances and investment objectives. Many of our clients incorporate both the BGEP and STRIPs to achieve their overall investment objectives. We can help guide you to an asset allocation with which you are comfortable.
Our Recent Thoughts
What’s Next?
The markets have enjoyed a record setting bear market rally of nearly 30% from the intraday lows reached on March 23rd, nearly a month ago. Bear market rallies, defined as short term, powerful upside moves within a bear market environment are commonplace, but this one has been so strong that in the absence of general news, one might wonder if anything unusual was occurring in the world. [Read More]
Bear Market Territory
Wow, what a crazy week it has been. The country is in virtual lockdown as people learn “social distancing” which, it is hoped, will delay and reduce the spread of disease and with it, the burdens on our nation’s hospitals and health care staffs. Nothing seems too shocking anymore, including news, just in, that all restaurants in Ohio will be shut down after 9pm tonight. Take-out and delivery service, only. [Read More]
Correction Territory
I left the office yesterday at 3pm and the market was down one percent. That didn’t feel too bad considering the rapid declines of the past week. But within sixty minutes, the wheels had fallen off the proverbial truck, with the market sliding 4.4% on the day. It was Tuesday morning, I believe, that a strategist’s comments passed my desk, mentioning that the market had declined more in four days than it had in any four-day period in decades. [Read More]
Broadleaf Partners Recognized Again as the #1 Performing Top Gun at PSN
PSN, a nationally recognized investment manager database, has identified Broadleaf Partners as the #1 performing investment manager in their Large Cap Growth universe over the trailing three-year period ended December 31, 2019. We're proud of this four star rating as it highlights not only superior performance, but consistency of long-term returns over three-year rolling periods. [Read More]