What’s Next?

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]

2020-04-15T12:41:39-04:00April 15th, 2020|Economic Updates|

Broadleaf Partners 2020 Investment Playbook

At the end of each year, we like to look back on the year that was and consider what we got right, 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 in writing, we’ll gain greater clarity on the factors that might drive our investment returns in the future.  [Read More]

2020-03-13T10:29:11-04:00January 17th, 2020|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|

Broadleaf Partners 2019 Investment Playbook

At the end of each year, we like to look back on the year that was and consider what we got right, 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 in writing, we’ll gain […]

2019-01-15T16:33:40-05:00January 15th, 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|

Second Quarter 2018 Performance Commentary and Review

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 […]

2018-07-03T14:55:23-04:00July 3rd, 2018|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|

Looking Back, Looking Forward

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 […]

2018-01-19T20:00:57-05:00January 19th, 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|
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