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Third Quarter 2019 Performance Commentary and Review

The third quarter proved to be another volatile one, but managed to finish slightly higher than where we were when the quarter began.  Despite the endless noise of a 24/7 media cycle deeply engaged in the business of emotional manipulation and the deadening drumbeat of President Trump’s Twitter account often in response, the stock market […]

2020-03-13T11:06:57-04:00October 2nd, 2019|Economic Updates|

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 […]

2019-11-19T00:12:42-05:00July 5th, 2019|Economic Updates|

First Quarter 2019 Performance Commentary and Review

After a difficult fourth quarter for the stock market last year, the first quarter of 2019 proved to be a kind one for the Broadleaf Growth Equity Portfolio, which posted a gain of 18.7% net versus 13.7% for the S&P 500.  While we’re encouraged by this recent outperformance, we think you’ll agree that it’s the […]

2019-04-01T17:49:48-04:00April 1st, 2019|Economic Updates|

Broadleaf Partners 2019 Investment Playbook

At the end of each year, we like to look back on the year that was and consider what we got right, what we got wrong, and what we might have learned in the process.  We then turn our attention to the year to come, hoping that by putting our thoughts in writing, we’ll gain […]

2019-01-15T16:33:40-05:00January 15th, 2019|Economic Updates|

Fourth Quarter 2018 Performance and Commentary

It’s not much of a secret that the stock market was pummeled during the fourth quarter, with our portfolio declining in a similar fashion.  Weakness was generally broad based across almost all sectors of the economy as concerns of recession mounted in the face of continued Fed Rate increases.  Given our substantial lead earlier in […]

2019-01-02T18:57:05-05:00January 2nd, 2019|Economic Updates|

Waterboarded, Mr. Market Style

The markets this quarter haven’t been much fun. In fact, it’s felt a little like a waterboarding – a few brutal down days are followed by a single up day reprieve – which allows for a moment to catch one’s breath – before the deluge resumes once again. Rinse, cycle, repeat. We have had the […]

2018-11-20T16:03:02-05:00November 20th, 2018|Economic Updates|

Third Quarter 2018 Commentary and Review

The Broadleaf Growth Equity Portfolio enjoyed absolute gains in the third quarter, rising 7.2% and bringing year to date results to 23%, net of fees.  Performance gains continued to come from the technology and consumer discretionary sectors during the quarter, as has been the case for most of the year, but market breadth also improved, […]

2018-10-04T17:44:24-04:00October 4th, 2018|Economic Updates|

Broadleaf Partners Recognized 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 twelve months ended June 30, 2018.  We thought that was news worth sharing! Please click the following link for details on that accomplishment, and to see how we stack up against the group during other time periods. [Read More]

2020-03-12T15:29:11-04:00August 21st, 2018|News|

Second Quarter 2018 Performance Commentary and Review

The Broadleaf Growth Equity Portfolio enjoyed another strong quarter, gaining 8.5% net of fees, compared to 3.4% for the S&P 500.  Performance has continued to be dominated by results from the technology sector as well as specific areas of the consumer discretionary space. For the rest of our thoughts on the quarter and our investment […]

2018-07-03T14:55:23-04:00July 3rd, 2018|Economic Updates|

CNBC Power Lunch – Stocks Slide On Renewed Tariff & Trade Troubles 6.18.18

  Tariff headwind or tax relief tailwind? Which side are you on? Broadleaf’s Doug MacKay shared his thoughts on the direction of the market and technology stocks in particular on CNBC today. Taxes might cancel out the effects of tariffs on the market from CNBC.

2020-01-08T10:35:35-05:00June 19th, 2018|Videos|
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