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|

First Quarter 2018 Commentary and Review

The Broadleaf Growth Equity Portfolio continued a recent run of strong relative results, even in the down and volatile market experienced during the first quarter.  Short, intermediate and long term, our results are ahead of our benchmarks on a net of fees basis. Passive management vehicles (index funds) have been crowing about their outperformance relative […]

2018-04-03T19:08:39-04:00April 3rd, 2018|Economic Updates|

Fourth Quarter 2017 Commentary and Review

Growth stocks enjoyed strong results in the fourth quarter, bringing full year 2017 returns on a net of fees basis to 36% for the Broadleaf Growth Equity Portfolio.  After lagging the major indices considerably last year, 2017 was certainly growth’s opportunity to shine. Our annualized returns are ahead of the S&P 500’s over the past […]

2018-01-03T17:13:27-05:00January 3rd, 2018|Economic Updates|

Third Quarter 2017 Commentary and Review

Growth stocks enjoyed strong third quarter results, bringing our year to date return on a net of fees basis to 24.2% for the Broadleaf Growth Equity Portfolio.  After lagging the major indices considerably last year, 2017 has been growth’s opportunity to shine, something we  discuss further in the market review and outlook section, below. Our […]

2017-10-03T15:33:43-04:00October 3rd, 2017|Blog, Economic Updates|

First Quarter 2017 Commentary and Review

Unlike last year which was one of the worst starts for the market in recent memory, 2017 has started out on a strong note.  The Broadleaf Growth Equity portfolio gained nice ground on the indices during the first quarter of the year, up 10% net of fees.  Since inception and over the past ten years […]

2017-04-04T18:55:37-04:00April 4th, 2017|Economic Updates|

Fourth Quarter 2016 Commentary and Performance

There is no sugar coating the obvious.  In a complete reversal of our strong absolute and relative results from 2015, this year was an outright disappointment for the Broadleaf Growth Equity Portfolio and many other growth fund managers.  While we were essentially flat for the full year, the degree to which we underperformed in 2016 […]

2017-01-04T18:37:09-05:00January 4th, 2017|Economic Updates|

Brexit is Beautiful, Act 2

The results of last night’s election are no doubt worthy of an Economic Update. As I shared my initial thoughts with others on Facebook last night – the possible reason behind the Trump surprise and the likely impact on the financial markets today – I found it far easier to re-post what I had written […]

2016-11-09T20:56:17-05:00November 9th, 2016|Economic Updates|

Dead Lawns and Short People

What a boring few weeks it has been.   Following a post Brexit bounce that was surprising to many,  August has largely been, well,  August – about as exciting as dead summer lawns, and  for the kids, the thought of going back to school. But is this a calm before the storm?  We don’t think so. […]

2016-08-31T18:57:07-04:00August 31st, 2016|Economic Updates|

Second Quarter 2016 Commentary and Performance

The markets continued to recover from their first quarter lows, but there is no doubt that it has not been easy going with last week’s Brexit decision the most recent speedbump in a sideways market now over eighteen months in duration. For further information on the second quarter and our investment outlook, please view a […]

2016-07-05T18:22:53-04:00July 5th, 2016|Economic Updates|
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