Recession Looming?

Whether or not we're heading into a recession is certainly up for debate. What's not up for debate though, is that the stock market may be sending signals of that very possibility. For our latest thoughts on navigating the market, please read our latest update, [Read More]

2022-05-10T22:19:01-04:00May 10th, 2022|Economic Updates|

Doug MacKay Recognized by Crain’s Cleveland Business

Discipline, hard work and lots of experience have served Doug and our Broadleaf Partners clients well. While some market environments are friendlier than others, this one not so much, they all require a high level of focus and attention. Doug's efforts were once again highlighted as he recently earned recognition by Crain's Cleveland Business as a 2022 Notable Professional in Finance. Congratulations Doug! Check out his profile at Crain's Cleveland Notables in Finance [Read More]

2022-04-26T14:15:19-04:00April 26th, 2022|News|

Bad Weather or Bad Clothing?

We are no doubt living in uncertain times, the likes of which most in North America and around the globe haven’t seen in nearly a century.    These risks and uncertainties are almost of biblical or medieval proportions.  A global “plague” shuts down the economy driving supply shortages across a host of products, inflation spikes to levels not seen in decades, and now, “rumors of war” leading to actual war.     The playbook just keeps getting more interesting. [Read More]

2022-03-08T10:21:36-05:00March 8th, 2022|Economic Updates|

Broadleaf Partners 2022 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]

2022-01-13T16:32:31-05:00January 13th, 2022|Economic Updates|

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|

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|

Fourth Quarter 2018 Performance and Commentary

It’s not much of a secret that the stock market was pummeled during the fourth quarter, with our portfolio declining in a similar fashion.  Weakness was generally broad based across almost all sectors of the economy as concerns of recession mounted in the face of continued Fed Rate increases.  Given our substantial lead earlier in […]

2019-01-02T18:57:05-05:00January 2nd, 2019|Economic Updates|

Third Quarter 2018 Commentary and Review

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, […]

2018-10-04T17:44:24-04:00October 4th, 2018|Economic Updates|

New Talent and Aging Stars

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 […]

2018-04-27T14:34:53-04:00April 27th, 2018|Economic Updates|
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