The Broadleaf Growth Equity Portfolio (BGEP) is designed for institutional and high net worth investors seeking exposure to a growth-oriented investment style. Investing in roughly 30 individual equity securities, the BGEP’s goal is to outperform the S&P 500 index over a three-to-five-year timeline or full market cycle. All portfolios are separately managed accounts. The BGEP may appeal to investors interested in a concentrated, all-cap growth equity investment approach.
How The BGEP Works
Broadleaf Partners manages the BGEP using a proprietary investment approach that combines top-down macroeconomic insights with bottom-up research on company fundamentals. We build a focused portfolio of 25–35 high-conviction growth stocks, selected for their potential to outperform the S&P 500 over time. The portfolio is actively managed, guided by earnings trends, stock-specific performance across market cycles, and a disciplined risk management process. We continuously evaluate results and portfolio decisions to ensure we’re delivering consistent value and driving better outcomes for our investors.
We manage the portfolio much like a well-tended garden—carefully pruning our best performers, weeding out fading ideas, and transplanting capital into stronger opportunities as conditions evolve. This hands-on, thoughtful approach helps us maintain portfolio health and long-term growth potential.
Explore our performance and insights
BGEP Specifics
The minimum account value for the BGEP is $250,000. Fees are 1% per year of assets under management, billed quarterly in arrears. Breakpoints are available at specific asset levels. Broadleaf Partners does not directly hold client assets but maintains custodial relationships with other firms. In certain circumstances, Broadleaf Partners can explore relationships with your preferred custodian.
Disclosures:
Investment in securities involves risk of loss. Past performance is no guarantee of future returns. Information contained above, including any reference to the purchase or sale of a security or investment strategy, is not intended to constitute personalized investment advice. Personalized investment advice is always dependent on individual factors, involves risk, and is not a guarantee that any investment will produce favorable results.
