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Broadleaf Partners' Blog

Broadleaf Partners' Blog

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 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 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 Institutional
Investment
Management
 /  Admin

Bytes Beat Bricks - Fortune Magazine

I thought the attached chart, Bytes beat Bricks , from this week's Fortune Magazine was worth passing along. On the one hand, the technology industry is tremendously innovative, yet on the other hand, this also mea... read more
blog Institutional
Investment
Management
 /  Admin

Broken Records

Our latest Economic Update, titled Broken Records, is available on our website. read more
blog Institutional
Investment
Management
 /  Admin

First Quarter 2011 Performance Commentary

The Broadleaf Growth Equity Portfolio continued to post strong absolute returns in the first quarter (+5.1%) and compared to the S&P 500 for the one, three, and five year periods ending March 31, 2011. For addition... read more
blog Institutional
Investment
Management
 /  Admin

Forgetful

We have posted a new Economic Update titled Forgetful to our website. In this update, we talk about our outlook for the economy and our investment strategy given the events in the Middle East and Japan. Enjoy! read more
blog Institutional
Investment
Management
 /  Admin

Steve Jobs: Finding the Real Questions

For those that don't know, Steve Jobs, founder and CEO of Apple Computer, announced yesterday that he would be taking another indefinite medical leave of absence from the company to focus on his health related issu... read more
blog Institutional
Investment
Management
 /  Admin

Why Newton was Wrong

The Economist recently published an article on momentum in the financial markets titled Why Newton Was Wrong . While I believe that in some ways the article is describing a more general form of financial market mom... read more
blog Institutional
Investment
Management
 /  Admin

Fourth Quarter 2010 Performance Commentary

The Broadleaf Growth Equity Portfolio continued to post strong absolute returns in the fourth quarter (+9.1%) and compared to the S&P 500 for the one, three, and five year periods ending December 31, 2010. read more
blog Institutional
Investment
Management
 /  Admin

The Year in Review

We have published a new Economic Update entitled The Year in Review. Please let us know your thoughts! Happy Holidays, Merry Christmas, and Happy New Year from all of us at Broadleaf Partners. read more
blog Wealth
Management Institutional
Investment
Management
 /  Admin

Trump Cards: Contagion or the Economy

I wrote this update relatively quickly last night; it is perhaps a little too deep for general distribution as an Economic Update. Seeing that I didn't want it to go to waste, I thought it might be a perfect post f... read more
blog Institutional
Investment
Management
 /  Admin

Former Boss Ed Yardeni on CNBC, Google Earnings, Apple Expectations

Economist Ed Yardeni, a former boss of mine, was on CNBC's Squawk Box this morning. While I haven't talked to Ed in awhile, I thought his comments were spot on and sent him a quick note following his interview this... read more
blog Institutional
Investment
Management
 /  Admin

Third Quarter 2010 Performance Review

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

Cisco Dividend: You Heard it Here First

I rarely point out good calls that we make, but believe today's talk of Cisco paying a dividend, if confirmed, is worth mentioning. According to briefing.com, Cisco just made the following comment today at their an... read more
blog Institutional
Investment
Management
 /  Admin

ISM Release Surprisingly Strong!!!

The ISM manufacturing index came out about fifteen minutes ago and was a surprisingly strong 56.3 compared to expectations of 52.9. Generally speaking a read of under 50 indicates contraction rather than expansion ... read more
blog Institutional
Investment
Management
 /  Admin

Doug MacKay to appear on CNBC's Squawk on the Street

Please watch CNBC's Squawk on the Street show this Wednesday, August 18th at 9:35am. read more
blog Institutional
Investment
Management
 /  Admin

Medicine for a New Normal

read more
blog Institutional
Investment
Management
 /  Admin

Broadleaf Partner's Second Quarter Performance Review

The stock market declined by just over 11% during the second quarter as European budget issues, the flash crash, the oil spill and continued sluggishness in the U.S. job market heightened concerns over the durabili... read more