Third Quarter 2013 Commentary & Performance

The Broadleaf Growth Equity Portfolio (BGEP) enjoyed a very strong third quarter in absolute and relative terms, enabling it to catch up and surpass the S&P 500’s returns on a year to date basis after lagging for the first half of the year.   While no single quarter establishes a trend, the results are a clear […]

2013-10-01T18:32:43-04:00October 1st, 2013|Blog|

Driving with the Doors Off, Part II

About ten months ago, I wrote about my new bulldozer-yellow Jeep Wrangler, comparing the sensation of Driving with the Doors Off to investing in the New Normal, or as I like to call it, a “slow growth for as far as the eyes can see” environment.  While the pavement had always been a mere twelve […]

2013-06-05T15:27:21-04:00June 5th, 2013|Economic Updates|

Fourth Quarter 2012 Performance Review

The stock market treaded water during the fourth quarter, awaiting final resolution of the Fiscal Cliff.  On that front, there was some positive midnight news on the final day of the year as Congress struck a deal on revenues (taxes), but predictably punted the question over spending to another day.  That day will likely prove […]

2013-01-02T20:59:40-05:00January 2nd, 2013|Blog|

Nothing Changed

Many events have transpired since our mid-September update, but not much has really changed.  Economic growth should remain slow for as far as the eyes can see, as each region of the world struggles with its own version of the New Normal.  Capitalistic animal spirits have gone the way of the modern American male and […]

2012-11-14T20:46:43-05:00November 14th, 2012|Economic Updates|

Third Quarter 2012 Performance Commentary

In spite of well publicized worries over a dysfunctional government, the impending fiscal cliff, and slower earnings growth, the markets did what they usually do during such periods by confounding the experts.  During the third quarter, the S&P gained more than six percent. The Broadleaf Growth Equity Portfolio (BGEP) gained a solid 5.1% on considerable […]

2012-10-02T17:04:51-04:00October 2nd, 2012|Blog|
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