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blog Institutional
Investment
Management
 /  Admin

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. Duri... read more
blog Institutional
Investment
Management
 /  Admin

Second Quarter 2012 Performance Commentary

The stock market took a breather in the second quarter, falling 2.8%.� If it hadn�t been for a stronger June, the results could have been worse. The Broadleaf Growth Equity Portfolio (BGEP) declined more than the S... read more
blog Institutional
Investment
Management
 /  Admin

Second Quarter 2012 Performance Commentary

The stock market took a breather in the second quarter, falling 2.8%. If it hadn’t been for a stronger June, the results could have been worse. The Broadleaf Growth Equity Portfolio (BGEP) declined more than the S&... read more
blog Institutional
Investment
Management
 /  Admin

While Economic Concerns Remain, Corporate Fundamentals and Earnings Look Fine

Companies Owned: Sector Earnings Summary Rev Y/Y Surprise EPS Y/Y Surprise Consumer Discretionary 23% -9% 21% 25% Consumer Staples 9% 0% -10% 11% Energy 22% 1% 38% 0% Financials 16% 2% 49% 12% Health Care 21% 6% 6%... read more
blog Institutional
Investment
Management
 /  Admin

First Quarter 2012 Performance Commentary

The stock market surged once again in the first quarter, gaining nearly 13%. Including the fourth quarter’s 12% gain, the S&P 500 has now increased 26% in the last six months, a blistering pace which has many wonde... read more
blog Wealth
Management
 /  Admin

Doug MacKay to appear on CNBC Thursday, March 29th at 10:35am

Please tune in to watch Broadleaf Partners' Chief Investment Officer, Doug MacKay, on CNBC's Squawk on the Street this Thursday, March 29th, at 10:35am. For those of you unable to catch it live, a video will be pos... read more
blog Wealth
Management
 /  Admin

Tooth Fairy Economics

Johnny lost a tooth last night. Unfortunately, the Tooth Fairy got carried away line dancing at the Thirsty Cowboy in Medina, Ohio too long to find out about it in time. Country band Coalie's Run must have been put... read more
blog Institutional
Investment
Management
 /  Admin

Crazy Good

Apple's success is staggering. The company generated $16 billion in free cash flow this quarter, bringing their cash hoard close to a mind boggling $100 billion dollars. What the company decides to do with this hug... read more
blog Institutional
Investment
Management
 /  Admin

Fourth Quarter 2011 Performance Commentary

The stock market enjoyed a nice fourth quarter rebound as the domestic political and double dip recession concerns that plagued the markets in the third quarter faded from memory. In spite of significant headwinds ... read more
blog Institutional
Investment
Management
 /  Admin

Daily Pops and Drops

The daily moves in the market have been amazing in recent weeks. I was curious to know how amazing, so I took a look at the daily performance of the S&P 500 since the Broadleaf Growth Equity Portfolio started six y... read more
blog Wealth
Management
 /  Admin

Morgan Stanley Hedges, Morphine & Athletes

This WallStreet Journal article on hedging activities that have recently backfired at Morgan Stanley once again made me wonder how so many smart people can get so wrapped up into attempting to get something for not... read more
blog Institutional
Investment
Management
 /  Admin

Third Quarter 2011 Performance Commentary

The stock market took a severe beating in the third quarter, declining by nearly 14%. Continued concerns about Europe and political and economic uncertainties in the United States made the stock market's third quar... read more
blog Institutional
Investment
Management
 /  Admin

The Value of Active Management

The debate over whether or not the higher fees earned by active portfolio managers are justified by a long term ability to earn market beating returns is a subject of endless debate in the investment community, one... read more
blog Wealth
Management
 /  Admin

Random Musings

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blog Wealth
Management
 /  Admin

Best House, Bad Neighborhood - US Bonds AND Stocks

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blog Wealth
Management
 /  Admin

More Comic Relief (The market was up 5% today.)

'What's this?' the boss asks. 'Ave you gotta no brain? Tree and tree and tree makes a nine,' says the Italian. 'Fair enough,' says the boss. 'Here's your second question. Use the same rules, but this time the numbe... read more
blog Institutional
Investment
Management
 /  Admin

E Trade Baby Loses Everything

Even the E Trade Baby is having a tough time in this market. Enjoy this video, I sure did! read more
blog Wealth
Management
 /  Admin

Bumped by the U.S. Downgrade

Our appearance on CNBC this morning was rescheduled due to the media coverage of S&P's downgrade of the United States credit rating. We hope to be rescheduled soon. read more
blog Institutional
Investment
Management
 /  Admin

Doug MacKay to Appear on CNBC, Monday, August 8 @ 10:40am

Have the events of the past week left you wondering if there are any stocks worth buying anymore? read more
blog Institutional
Investment
Management
 /  Admin

Yellow Jerseys

We have published our latest Economic Update, Yellow Jerseys, to our website. read more
blog Wealth
Management
 /  Admin

Second Quarter 2011 Performance Commentary

The second quarter, unlike the first, was a rocky one for the stock market. While earnings season remained strong, a number of event driven factors including Japan, Greece, excessive rain in the U.S., and rising fo... read more