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, […]
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]
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 […]
I’m sitting at my desk right now, watching the endless stream of earnings shoot across my screen, and I can’t stop thinking of the strong parallels to a Wall Street Journal article from this morning on The Changing of the Guard in the NBA. The article talks about the current NBA playoffs and the emerging […]
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 […]
At the end of each year, we like to look back on the year that was and consider what we got right with our Investment Playbook, 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 […]
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 […]
While it may feel like the market is extended, Doug made his case on CNBC today for why there’s still room for stock’s to run. We expect a short-term pullback: Biltmore Capital CIO from CNBC.
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 […]
In spite of the market jitters that showed up last week, the growth trend appears to be intact. Drawing parallels to his newfound interest in kayaking, Doug explains why sometimes it’s best to let the current do its work. Investors will be happier if they approach the market like this: Analyst from CNBC.