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Broadleaf Partners' Blog

Broadleaf Partners' Blog

blog Institutional
Investment
Management
 /  Admin

NBR Nightly Business Report 8.26.15

Doug shares his thoughts at the 4 minute mark of this program. read more
blog Institutional
Investment
Management
 /  Admin

Broadleaf’s Mike Czekaj Recently Recognized As Top Analyst

Broadleaf’s very own Mike Czekaj was recently recognized as a top contributing analyst to the Estimize platform. Estimize is a place where over 30,000 buy-side, sell-side, and independent analysts can post earnings... read more
blog Institutional
Investment
Management
 /  Admin

Second Quarter 2014 Commentary & Performance

In absolute terms, our portfolio enjoyed a solid second quarter and while we recaptured some of the lost ground inflicted on high growth stocks towards the end of the first quarter, we continue to have work to do i... read more
blog Institutional
Investment
Management
 /  Admin

2013 STRIPs Annual Review

Founded in 2005 by Doug MacKay, Broadleaf Partners began as an institutional growth equity manager, and we continue to build out our reputation in that space. A need for more comprehensive portfolio management stra... read more
blog Institutional
Investment
Management
 /  Admin

Fourth Quarter 2013 Commentary & Performance

The year finished on a strong note with the stock market gaining more than 10% during the fourth quarter and bringing full year results to a 32.4% gain, including dividends. While it was tough sledding for the BGEP... read more
blog Institutional
Investment
Management
 /  Admin

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

What is the Most Important Factor in Hiring Investment Managers?

It might not be what you think! Click here for a short two minute video we ran across on the CFA Institute's "Market Integrity Insight" blog. read more
blog Institutional
Investment
Management
 /  Admin

Second Quarter 2013 Performance Review

The Broadleaf Growth Equity Portfolio (BGEP) generated a slight gain during the quarter but lagged the indices’ more impressive results for the second quarter in a row. In general, our portfolio is geared to outper... read more
blog Institutional
Investment
Management
 /  Admin

First Quarter 2013 Performance Review

The stock market and the Broadleaf Growth Equity Portfolio (BGEP) enjoyed strong first quarter gains even if our relative results were a tad underwhelming. The BGEP was very strong in January, but our results flatt... read more
blog Institutional
Investment
Management
 /  Admin

World Economy Explained With Two Cows

This was recently passed along by some colleagues and we loved how simple and explanatory it was! Enjoy! SOCIALISM You have 2 cows. You give one to your neighbor. COMMUNISM You have 2 cows The State takes both and ... read more
blog Institutional
Investment
Management
 /  Admin

Doug MacKay to appear on CNBC, Friday, February 22, 2013 at 11:00 am

Please tune in to watch Broadleaf Partners' Chief Investment Officer, Doug MacKay, on CNBC's Squawk on the Street this Friday, February 22, 2013 at 11:00am. For those of you unable to catch it live, a link to the v... read more
blog Institutional
Investment
Management
 /  Admin

Recent Facebook Thoughts from Doug MacKay

I’ve made it pretty clear that FB is one of my favorite stocks for the coming few years. I think they have the biggest runway of opportunities for growth and like the fact that many things appear open ended. If I c... read more
blog Institutional
Investment
Management
 /  Admin

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 o... read more
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 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