The Broadleaf Growth Equity Portfolio enjoyed another strong quarter, gaining 8.5% net of fees, compared to 3.4% for the S&P 500. Performance has continued to be dominated by results from the technology sector as well as specific areas of the consumer discretionary space. For the rest of our thoughts on the quarter and our investment […]
Tariff headwind or tax relief tailwind? Which side are you on? Broadleaf’s Doug MacKay shared his thoughts on the direction of the market and technology stocks in particular on CNBC today. Taxes might cancel out the effects of tariffs on the market from CNBC.
I’m sitting at my desk right now, watching the endless stream of earnings shoot across my screen, and I can’t stop thinking of the strong parallels to a Wall Street Journal article from this morning on The Changing of the Guard in the NBA. The article talks about the current NBA playoffs and the emerging […]
The Broadleaf Growth Equity Portfolio continued a recent run of strong relative results, even in the down and volatile market experienced during the first quarter. Short, intermediate and long term, our results are ahead of our benchmarks on a net of fees basis. Passive management vehicles (index funds) have been crowing about their outperformance relative […]
At the end of each year, we like to look back on the year that was and consider what we got right with our Investment Playbook, what we got wrong, and what we might have learned in the process. We then turn our attention to the year to come, hoping that by putting our thoughts […]
While it may feel like the market is extended, Doug made his case on CNBC today for why there’s still room for stock’s to run. We expect a short-term pullback: Biltmore Capital CIO from CNBC.
Growth stocks enjoyed strong third quarter results, bringing our year to date return on a net of fees basis to 24.2% for the Broadleaf Growth Equity Portfolio. After lagging the major indices considerably last year, 2017 has been growth’s opportunity to shine, something we discuss further in the market review and outlook section, below. Our […]
In spite of the market jitters that showed up last week, the growth trend appears to be intact. Drawing parallels to his newfound interest in kayaking, Doug explains why sometimes it’s best to let the current do its work. Investors will be happier if they approach the market like this: Analyst from CNBC.
At the end of each year, we like to look back on the year that was and consider what we got right, what we got wrong, and what we might have learned in the process. We then turn our attention to the year to come hoping that by putting our thoughts in writing, we’ll gain […]
What a boring few weeks it has been. Following a post Brexit bounce that was surprising to many, August has largely been, well, August – about as exciting as dead summer lawns, and for the kids, the thought of going back to school. But is this a calm before the storm? We don’t think so. […]
