Institutional Investors

As a member of the institutional investment community, your job is an important one. While choosing where to invest the assets of your foundation, endowment or employee retirement plan isn’t your full time job or mission, choosing the right investments can play an instrumental role in your long term success.  Unlike an individual investor, you must balance the desires and preferences of varied stakeholders and then choose among the best alternatives, some of which aren’t always ideal.

At Broadleaf, our expertise lies in finding the best long term growth opportunities for your investment portfolio, freeing you to focus your attention on your core mission, knowing that your long term capital needs are in excellent hands.  Like you, we take our mission seriously and make decisions based on a solid strategic foundation and by utilizing our proven investment process.

Locally owned and operated, our ties to Northeast Ohio allow us to offer national and international market knowledge and experience, but with a homegrown flavor.

Each of our team members calls Northeast Ohio home, and we have been privileged to work with some of the most well-known foundations and endowments in the area. Our performance results showcase our ability to effectively manage assets with the long term in mind, while also addressing short term opportunities and risks.

Click here to view our Broadleaf Partners Institutional Brochure.

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 Recent Thoughts

Broadleaf Partners 2021 Investment Playbook

January 18th, 2021|Economic Updates|

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]

What’s Next?

April 15th, 2020|Economic Updates|

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

March 16th, 2020|Economic Updates|

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

March 9th, 2020|Economic Updates|

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]

MORE INSIGHTS

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