Our Performance | Large-Cap Growth Investment

Investment Performance and Results

Investment Performance and Results

At Broadleaf Partners, our primary investment offering is the Broadleaf Growth Equity Portfolio (BGEP). The objective of the BGEP is to outperform the S&P 500 index over a three-to-five-year period, or a full market cycle. We publish a performance composite for this portfolio quarterly, which includes all separately managed client accounts using this growth investment strategy.

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The growth of hypothetical $100,000 chart reflects a hypothetical $100,000 investment and assumes reinvestment of dividends and capital gains. Performance shown is net of management fees.

Past performance is no guarantee of future results. The information provided here should not be considered an individualized recommendation or personalized investment advice, as the BGEP is not a suitable investment for everyone. Performance is representative of BGEP Composite historical returns. See our full performance disclosures.

Contact Broadleaf Partners  

Contact Broadleaf Partners  

As an independently owned and operated business in Hudson, Ohio, we’re accountable to our clients and to each other. By providing high-quality service that caters to the needs of clients across the continuum of wealth, we can empower individuals and institutions to build and protect their wealth effectively. 

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