Broadleaf’s 2015 Investment Playbook

It’s been a good year. The U.S. stock market has done well, gas prices are down at the pump, and the job market continues to improve. CEO confidence has returned, with merger and acquisition related activity finally joining stock buybacks and dividend increases as worthy uses of shareholder capital. The local builder is putting the […]

2014-12-22T14:11:38-05:00December 22nd, 2014|Blog, Economic Updates|

A Tale of Two Worlds

The U.S. markets enjoyed a strong open today but have experienced a slow bleed off the early morning highs.  News of rate cuts in China and more serious discussion of quantitative easing (QE) as a policy tool in Europe have given a market leading bid to energy, materials, and industrial stocks today, leadership these sectors […]

2014-11-21T20:44:17-05:00November 21st, 2014|Blog, Economic Updates|

A Moody Market

For those that may not have noticed, stock market volatility has been on the rise in October, with more up and down 1-2% days and powerful intraday moves than we’ve seen since the Great Recession.  Weak overseas economies, fears over what rapid declines in energy prices could mean, and Ebola are just a few of […]

2014-10-16T16:04:49-04:00October 16th, 2014|Blog, Economic Updates|

Third Quarter 2014 Commentary & Performance

Our portfolio enjoyed very strong third quarter results in both absolute and relative terms, bringing year to date returns slightly ahead of the S&P 500.   While no one should focus on short term investment results, it’s amazing what a difference a quarter can make.  The performance was relatively broad based across the portfolio, with notable […]

2014-10-01T17:50:27-04:00October 1st, 2014|Blog, Economic Updates|

Broadleaf’s Mike Czekaj Recently Recognized As Top Analyst

Broadleaf’s very own Mike Czekaj was recently recognized as a top contributing analyst to the Estimize platform.  Estimize is a place where over 30,000 buy-side, sell-side, and independent analysts can post earnings estimates on over 1,000 stocks, which are then ranked according to accuracy.  He was also featured on their first ever analyst call to […]

2014-07-15T15:00:39-04:00July 15th, 2014|Blog|

Second Quarter 2014 Commentary & Performance

In absolute terms, our portfolio enjoyed a solid second quarter and while we recaptured some of the lost ground inflicted on high growth stocks towards the end of the first quarter, we continue to have work to do in catching the S&P 500’s 7.1% year to date gain. Our goal is to outperform our primary […]

2014-07-02T12:04:42-04:00July 2nd, 2014|Blog|

First Quarter 2014 Commentary & Performance

Our portfolio had a tough first quarter, declining nearly 2% in an otherwise positive market environment. The last ten or so trading days were particularly difficult for fundamentally strong, high growth companies, a topic we explore more fully in the Market Review & Outlook section of this update. Our goal is to outperform our primary […]

2014-04-01T20:10:18-04:00April 1st, 2014|Blog|

What Happened on March 18th?

The last ten days of the quarter have been brutal for the market and in particular,  growth stocks and the Broadleaf Growth Equity Portfolio (BGEP).   March 18th sticks out as a unique date.  Since then, the BGEP has experienced seven straight trading days of relative underperformance as compared to the S&P 500.  For the past […]

2014-03-28T16:53:18-04:00March 28th, 2014|Blog|

The Economy of Trees

I have been keeping a personal journal for most of the past ten years. Rarely do I get time to go back and look at what I wrote but I have a long term retirement goal of typing down the volumes for my children someday. The Lord knows they will never be able to read […]

2014-03-21T13:20:50-04:00March 21st, 2014|Blog|

2013 STRIPs Annual Review

Founded in 2005 by Doug MacKay, Broadleaf Partners began as an institutional growth equity manager, and we continue to build out our reputation in that space.  A need for more comprehensive portfolio management strategies emerged in 2009 when Bill Hoover joined the firm and brought with him a clientele that looked to Broadleaf Partners to […]

2014-01-23T15:22:08-05:00January 23rd, 2014|Blog|
Go to Top