Second Quarter 2019 Performance Commentary & Review

While it was volatile ride, the second quarter of 2019 ended in positive territory with both the Broadleaf Growth Equity Portfolio and the S&P 500 gaining more than four percent.  Our results continue to outpace those of the S&P 500 on a net of fees basis and we rank highly among our large cap growth […]

2019-11-19T00:12:42-05:00July 5th, 2019|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|
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