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 […]
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 […]
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 […]
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, […]
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 […]
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 […]
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.
