Broadleaf Partners of Hudson, Ohio has been named Large-Cap Growth Manager of the Decade on the prestigious and highly anticipated PSN Top Guns list. The list, published by Zephyr, identifies best-in-class accounts, managed accounts and managed ETF strategies.
The PSN Top Guns list is one of the most important references for investors and asset managers in North America.
What the List Means
Achieving Top Gun status signifies Broadleaf Partners has consistently outperformed its peers, a testament to theirdedication to excellence. It also underscores the growing importance of investment advisors’ ability to tailor strategies to meet the diverse needs of their clients.
“At Broadleaf, our clients benefit from our smaller size because we can be nimble, making portfolio adjustments seamlessly, and we avoid the “group think” tendencies that pervade larger investment management firms,” says Broadleaf’s CEO and CIO, Doug MacKay. “More important than our results is the process behind it, honed through the up markets we’ve enjoyed recently, but also the down markets, which invariably happen. Being long term focused is what we’re all about.”
The PSN Top Guns list uses a rigorous methodology, evaluating products across six proprietary categories within 75 universes, based on sustained performance over time.
Exceeding Industry Benchmarks
Broadleaf Partners secures the title of Top Guns Manager of the Decade for their outstanding performance in the Large-Cap Growth strategy, specifically the Broadleaf Growth Equity Portfolio (BGEP). This recognition validates their superior performance against industry benchmarks.
About The Broadleaf Growth Equity Portfolio
The Broadleaf Growth Equity Portfolio comprises roughly thirty individual equity securities, catering to investors inclined towards a growth-oriented investment approach within their overall portfolio allocation.
Employing a distinctive proprietary investment strategy, the portfolio integrates macroeconomic perspectives with thorough analysis of individual companies’ fundamentals. Its primary objective is to outperform the S&P 500 index over a typical market cycle spanning three to five years.
“It’s quite an honor and a blessing to be recognized as Manager of the Decade,” says MacKay. “Few knew who we were ten years ago, but more will hear about us today.”
Disclosures
The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/. Registration is required.
The Manager of the Decade rating was announced on February 21, 2024 and is based on the gross returns of the Broadleaf Growth Equity Portfolio composite for the ten-year period ending on December 31, 2023. Broadleaf Partners did not compensate Zephyr to achieve its ranking but did pay Zephyr a licensing fee to use its logo. Only firms that submitted PSN investment manager questionnaires were eligible for the award.
Due to market risk and uncertainties, actual events, results or performance may differ materially from that reflected or contemplated in such forward-looking statements. The information provided is not intended to be, and should not be construed as, investment, legal or tax advice. Nothing contained herein should be construed as a recommendation or endorsement to buy or sell any security, investment or portfolio allocation.
Any characteristics included are for illustrative purposes and accordingly, no assumptions or comparisons should be made based upon these ratios. Statistics/charts and other information presented may be based upon third-party sources that are deemed reliable; however, Broadleaf Partners does not guarantee its accuracy or completeness. As with any investments, there are risks to be considered. Past performance is no indication of future results. All material is provided for informational purposes only and there is no guarantee that any opinions expressed herein will be valid beyond the date of this communication.
To read more about the award, please view the full release.