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.
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.
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.
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.”