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 on a relative basis for most of the year, we managed to just outpace the S&P 500’s […]
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 the first half of the year. While no single quarter establishes a trend, the results are a clear […]
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.
Ten years ago, my son Pete wrote a letter to President Bush as a first grade class assignment following the events of 9/11. He encouraged the President to stand firm in his decisions and closed by asking if he was going to grow a beard or wanted to be on a coin. While my first […]
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 outperform in a more cyclically driven market environment than the defensive one largely experienced this year. The portfolio began to gain […]
In recent weeks, I’ve learned that the catcher, next to the pitcher, is perhaps the most important position in all of baseball. The catcher is the equivalent of the Highway Patrol, CIA and FBI, all rolled up into one guy on the field. Unless the catcher proves to the other team that he is both […]
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 flattened during the last two months of the quarter while the stock market pressed onwards and upwards to new all-time highs. […]
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 gives you some milk. […]
An excerpt from our most recent economic update, Flying High, was mentioned in Business Insider’s “5 Smart Insights for Financial Advisers” this weekend. Given the Wall Street Journal and several other media sources are pounding the table even more about recent stock market highs this weekend, we think you would be interested to hear our […]
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 video will be posted to the website when it becomes available.