The Broadleaf Growth Equity Portfolio turned five years old at the end of the third quarter, marking a key milestone for our firm.  

 In addition to having strong relative returns for the year to date and three year periods, we are pleased to report that over the past five years, we’ve managed to outperform the S&P 500 by 330 basis points annually, net of fees, placing us in the top 11 percent of our Morningstar peer group. 

For additional details on our firm’s performance, our investment outlook, and related disclosures, please read the attached Performance Review.