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Second Quarter 2019 Performance Commentary & Review

While it was volatile ride, the second quarter of 2019 ended in positive territory with both the Broadleaf Growth Equity Portfolio and the S&P 500 gaining more than four percent.  Our results continue to outpace those of the S&P 500 on a net of fees basis and we rank highly among our large cap growth peers over the short, intermediate and longer terms.

With a performance track record now approaching fourteen years, we also noticed that we’re becoming somewhat of a rarer breed on Wall Street, with fewer and fewer funds sticking around for so long.  We thank you, our clients, for supporting us along the way, and helping us to be a member of the survivorship bias.

For the rest of our thoughts on the quarter and our investment outlook, please click on the following link: Second Quarter 2019 Performance Commentary and Review.