About Kathleen Zullo

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So far Kathleen Zullo has created 8 blog entries.

Broadleaf Partners 2021 Investment Playbook

Each year, we look back at the prior year's Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in writing, with hopes of gaining greater clarity on the factors that might drive our investment returns going forward.  [Read More]

2021-01-18T12:31:32-05:00January 18th, 2021|Economic Updates|

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]

2020-04-15T12:41:39-04:00April 15th, 2020|Economic Updates|

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]

2020-03-16T09:41:48-04:00March 16th, 2020|Economic Updates|

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]

2020-03-12T15:44:15-04:00March 9th, 2020|Economic Updates|

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]

2020-03-09T13:53:12-04:00February 21st, 2020|News|

Broadleaf Partners 2020 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 greater clarity on the factors that might drive our investment returns in the future.  [Read More]

2020-03-13T10:29:11-04:00January 17th, 2020|Economic Updates|

CNBC Power Lunch – Invest In These Sectors Which Can Grow In Spite Of It All 1.7.20

While the market has pushed to all-time highs, there’s no euphoria surrounding it.  That may be a good thing. Broadleaf’s Doug MacKay shared his thoughts on the direction of the market and why the stocks of innovative companies can continue to perform “in spite of it all” while on CNBC today.

2020-01-24T11:31:24-05:00January 7th, 2020|Videos|
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