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Financial Insights

Financial Insights

Stay informed with the latest economic news and industry commentary from Broadleaf Partners. Our founder and CIO, Doug MacKay, is featured regularly on media programs including CNBC’s Power Lunch and Squawk on the Street. Subscribe now so you never miss an update. 
Economic Updates Institutional
Investment
Management
 /  Broadleaf Partners

Broadleaf Partners 2026 Investment Playbook

Each year, we look back at the prior year’s Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in wri... Read More
Economic Updates
 /  Broadleaf Partners

A Thoughtful Approach to Investing in Volatile Markets - April 2025

Market volatility can be unsettling, causing investors undue stress in turbulent times. Instead of panicking, we encourage you to take a step back and ask: Does your current risk exposure align with your comfort le... Read More
Economic Updates
 /  Broadleaf Partners

One of Those Times - March 2025

As we mark the five-year anniversary of the COVID-19 pandemic, we're reminded of the market's remarkable resilience. Despite a strong rebound since the 2020 lows, recent market action has been volatile, with concer... Read More
Economic Updates
 /  Broadleaf Partners

What We're Thinking - January 2025

Artificial Intelligence has been the center of the downward trend in the markets lately. Although there is no ultimate outcome yet, we've provided our analysis of the situation at hand to best assist our clients in... Read More
Economic Updates Institutional
Investment
Management
 /  Broadleaf Partners

Broadleaf Partners 2025 Investment Playbook

Each year, we look back at the prior year’s Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in wri... Read More
Broadleaf Partners, LLC old logo and new logo
News
 /  Broadleaf Partners

With Growth Comes Change: Our New Wealth Management Website

"After nearly twenty years of growth that we’re extremely proud of, we wanted to do a better job of telling our story,” says Bill Hoover, President. “What better way to do that than with a refreshed and current web... Read More
Economic Updates
 /  Admin

What We're Thinking - August 2024

The market has experienced a sudden shift in recent weeks, with stocks experiencing a downturn. Despite strong earnings reports, other economic factors have lead investors to become more cautious. Let's take a clos... Read More
Video Institutional
Investment
Management
 /  Broadleaf Partners

Doug MacKay on CNBC's Power Lunch - Market Focus During an Earnings Lull and The Trillion Dollar Club

Earlier this afternoon, Broadleaf's Doug MacKay joined CNBC's Power Lunch to share his insights on what the market looks for during an earnings lull, as well as the influence of the "Trillion Dollar Club", and how ... Read More
Video Institutional
Investment
Management
 /  Broadleaf Partners

Doug MacKay on CNBC's Power Lunch - Look to Earnings Growth for Long-Term Gains

Earlier this afternoon, Broadleaf's Doug MacKay joined CNBC's Power Lunch to share his thoughts on the current state of the market. Despite the spotlight on interest rates and the Fed, earnings growth remains the p... Read More
News Wealth
Management
 /  Broadleaf Partners

Broadleaf Partners Named Manager of the Decade by PSN

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... Read More
Economic Updates Institutional
Investment
Management
 /  Broadleaf Partners

Broadleaf Partners 2024 Investment Playbook

Each year, we look back at the prior year’s Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in wri... Read More
Economic Updates
 /  Broadleaf Partners

The Last Mile

On May 10, 2022, we published an update titled "Recession Looming?" as the consensus on Wall Street seemed to be that a widespread economic recession was all but inevitable. Fast forward a year, and the debate stil... Read More
Economic Updates Institutional
Investment
Management
 /  Broadleaf Partners

Broadleaf Partners 2023 Investment Playbook

Each year, we look back at the prior year’s Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in wri... Read More
Video Institutional
Investment
Management
 /  Admin

Doug MacKay on CNBC Asia | Upgrades & Downgrades 10.12.22

Last night, while many of us were winding down from our busy days, Doug MacKay was sharing his thoughts on the market with the CNBC Asia audience. Read More
Economic Updates Wealth
Management
 /  Broadleaf Partners

Recession Looming?

Whether or not we're heading into a recession is certainly up for debate. What's not up for debate though, is that the stock market may be sending signals of that very possibility. Read More
News Financial
Planning
 /  Broadleaf Partners

Doug MacKay Recognized by Crain's Cleveland Business

Discipline, hard work and lots of experience have served Doug and our Broadleaf Partners clients well. While some market environments are friendlier than others, this one not so much, they all require a high level ... Read More
Economic Updates Wealth
Management
 /  Broadleaf Partners

Bad Weather or Bad Clothing?

We are no doubt living in uncertain times, the likes of which most in North America and around the globe haven’t seen in nearly a century. These risks and uncertainties are almost of biblical or medieval proportion... Read More
Economic Updates Institutional
Investment
Management
 /  Broadleaf Partners

Broadleaf Partners 2022 Investment Playbook

Each year, we look back at the prior year’s Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in wri... Read More
Economic Updates Institutional
Investment
Management
 /  Broadleaf Partners

Broadleaf Partners 2021 Investment Playbook

Each year, we look back at the prior year’s Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in wri... Read More
Economic Updates Financial
Planning
 /  Broadleaf Partners

What's Next?

The markets have enjoyed a record setting bear market rally of nearly 30% from the intraday lows reached on March 23 rd, nearly a month ago. Bear market rallies, defined as short term, powerful upside moves within ... Read More
Economic Updates Financial
Planning
 /  Broadleaf Partners

Bear Market Territory

Wow, what a crazy week it has been. Read More
Economic Updates Institutional
Investment
Management
 /  Broadleaf Partners

Correction Territory

I left the office yesterday at 3pm and the market was down one percent. That didn’t feel too bad considering the rapid declines of the past week. But within sixty minutes, the wheels had fallen off the proverbial t... Read More
News Institutional
Investment
Management
 /  Broadleaf Partners

Broadleaf Partners Recognized Again as the #1 Performing Top Gun at PSN

PSN, a nationally recognized investment manager database, has identified Broadleaf Partners as the #1 performing investment manager in their Large Cap Growth universe over the trailing three-year period ended Decem... Read More
Economic Updates Institutional
Investment
Management
 /  Broadleaf Partners

Broadleaf Partners 2020 Investment Playbook

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, h... Read More
Video Institutional
Investment
Management
 /  Broadleaf Partners

CNBC Power Lunch - Invest In These Sectors Which Can Grow In Spite Of It All 1.7.20

While the market has pushed to all-time highs, there's no euphoria surrounding it. That may be a good thing. Broadleaf's Doug MacKay shared his thoughts on the direction of the market and why the stocks of innovati... Read More
Economic Updates Institutional
Investment
Management
 /  Broadleaf Partners

Fourth Quarter 2019 Performance Commentary and Review

The Broadleaf Growth Equity Portfolio (BGEP) posted a full year return of 40.4%, well ahead of strong gains posted by the S&P 500. (This comes after last year's strong results, in which the BGEP was also up in a do... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Third Quarter 2019 Performance Commentary and Review

The third quarter proved to be another volatile one, but managed to finish slightly higher than where we were when the quarter began. Despite the endless noise of a 24/7 media cycle deeply engaged in the business o... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Second Quarter 2019 Performance Commentary & Review

While it was volatile ride, the second quarter of 2019 ended in positive territory with both the Broadleaf Growth Equity Portfolio and the S&P 500 gaining more than four percent. Our results continue to outpace tho... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

First Quarter 2019 Performance Commentary and Review

After a difficult fourth quarter for the stock market last year, the first quarter of 2019 proved to be a kind one for the Broadleaf Growth Equity Portfolio, which posted a gain of 18.7% net versus 13.7% for the S&... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Broadleaf Partners 2019 Investment Playbook

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, h... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Fourth Quarter 2018 Performance and Commentary

It’s not much of a secret that the stock market was pummeled during the fourth quarter, with our portfolio declining in a similar fashion. Weakness was generally broad based across almost all sectors of the economy... Read More
Economic Updates Wealth
Management
 /  Admin

Waterboarded, Mr. Market Style

The markets this quarter haven’t been much fun. Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Third Quarter 2018 Commentary and Review

The Broadleaf Growth Equity Portfolio enjoyed absolute gains in the third quarter, rising 7.2% and bringing year to date results to 23%, net of fees. Performance gains continued to come from the technology and cons... Read More
News Institutional
Investment
Management
 /  Admin

Broadleaf Partners Recognized as the #1 Performing Top Gun at PSN

PSN, a nationally recognized investment manager database, has identified Broadleaf Partners as the #1 performing investment manager in their Large Cap Growth universe over the trailing twelve months ended June 30, ... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Second Quarter 2018 Performance Commentary and Review

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 w... Read More
Video Financial
Planning
 /  Admin

CNBC Power Lunch - Stocks Slide On Renewed Tariff & Trade Troubles 6.18.18

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. Read More
Economic Updates Wealth
Management
 /  Admin

New Talent and Aging Stars

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... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

First Quarter 2018 Commentary and Review

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... Read More
Economic Updates Financial
Planning
 /  Admin

Looking Back, Looking Forward

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 att... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Fourth Quarter 2017 Commentary and Review

Growth stocks enjoyed strong results in the fourth quarter, bringing full year 2017 returns on a net of fees basis to 36% for the Broadleaf Growth Equity Portfolio. After lagging the major indices considerably last... Read More
Video Wealth
Management
 /  Admin

CNBC Power Lunch - Still Room to Run 11.14.17

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. Read More
Economic Updates Wealth
Management
 /  Admin

Third Quarter 2017 Commentary and Review

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... Read More
News Institutional
Investment
Management
 /  Admin

Doug MacKay to present at University of Akron's 2017 Economic Summit

For further information, or to register for the event, please click on the following link: https://www.eventbrite.com/e/the-2017-economic-summit-tickets-35519602086# Read More
Video Wealth
Management
 /  Admin

CNBC Power Lunch - Kayaking with the Current 8.14.17

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 it... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Second Quarter 2017 Performance Commentary

Growth stocks continued their strong first quarter run during the second quarter, bringing the year to date net of fees results to 16.6% for the Broadleaf Growth Equity Portfolio. This year is a perfect example of ... Read More
Video Institutional
Investment
Management
 /  Admin

Video Walk Through of the Broadleaf Growth Equity Portfolio Investment Process

Broadleaf Partners is a growth focused investment management firm based in Hudson, Ohio specializing in large cap, concentrated growth stock portfolios whose objective is to outperform the S&P 500 over a full marke... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

First Quarter 2017 Commentary and Review

Unlike last year which was one of the worst starts for the market in recent memory, 2017 has started out on a strong note. The Broadleaf Growth Equity portfolio gained nice ground on the indices during the first qu... Read More
Video Wealth
Management
 /  Admin

CNBC Power Lunch - Tech on a Tear 2.8.17

The Nasdaq market continues to post new highs, but what types of technology companies are poised to push it higher? Will it be value-tech of growth-tech? Are you wondering what the difference is? Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Looking Back, Looking Forward

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 ho... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Fourth Quarter 2016 Commentary and Performance

There is no sugar coating the obvious. In a complete reversal of our strong absolute and relative results from 2015, this year was an outright disappointment for the Broadleaf Growth Equity Portfolio and many other... Read More
Economic Updates Financial
Planning
 /  Admin

Brexit is Beautiful, Act 2

The results of last night’s election are no doubt worthy of an Economic Update. Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Third Quarter 2016 Commentary and Performance

We enjoyed a nice third quarter rebound following the second quarter, Brexit-induced swoon. The market’s returns were relatively narrow; technology as a whole did very well and select positions within the health ca... Read More
Economic Updates Financial
Planning
 /  Admin

Dead Lawns and Short People

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 goin... Read More
Video Institutional
Investment
Management
 /  Admin

CNBC Power Lunch - Can the Tech Rally Continue? 8.8.16

Tech stocks continue to gain strength. Will the rally go on? Read More
Video Institutional
Investment
Management
 /  Admin

CNBC Power Lunch - Buy the Tech Rally? 7.11.16

In a market starved for growth, which types of companies within the tech sector represent the best long-term investments? CNBC reached out to Broadleaf Partners CIO, Doug MacKay, to find out. Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Second Quarter 2016 Commentary and Performance

The markets continued to recover from their first quarter lows, but there is no doubt that it has not been easy going with last week’s Brexit decision the most recent speedbump in a sideways market now over eightee... Read More
Economic Updates Financial
Planning
 /  Admin

Brexit is Beautiful

Brexit is not the end of the world, but the beginning of a new future. The financial markets will get rocked in the short run, but the excitement I feel for a country making an active decision to endure the well ad... Read More
Economic Updates Financial
Planning
 /  Admin

Getting Your Ducks in a Row

The behavior of the markets over the course of the last six weeks has reminded me of the phrase “getting your ducks in a row.” While I know the analogy may not be a perfect fit for what I perceive is occurring in t... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

First Quarter 2016 Performance and Commentary Review

The first quarter was a tale of two halves. During the first half, the stock market came under significant pressure as oil prices fell to new lows, broader credit concerns became elevated, and recessionary risks ro... Read More
Economic Updates Wealth
Management
 /  Admin

What If?

After a brief upswing, the markets were caught in a downdraft last week with many of the innovative growth companies we own coming under significantly greater selling pressure. In the past, I’ve noticed that growth... Read More
Economic Updates Wealth
Management
 /  Admin

What We're Thinking

The markets are off to a rip-roaring start this year -- in the wrong direction. We are hearing all sorts of sensationalized firsts, including the fact that we just endured the worst first few days of January on rec... Read More
Economic Updates Wealth
Management
 /  Admin

Fourth Quarter 2015 Commentary and Performance Review

Our portfolio and the stock market bounced back aggressively in the fourth quarter following the Chinese Yuan induced swoon during the third. We finished the full year in positive territory, substantially ahead of ... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Broadleaf Partners 2016 Investment Playbook

It’s that time of year again. Time to take stock of the year that was and time to try pondering what 2016 could look like. Read More
Economic Updates Financial
Planning
 /  Admin

Little League Trophies

The financial markets have worn many masks this year. Like a ping pong ball, wide and powerful swings from Fed pronouncements, movements in the dollar, and the price of oil have contributed to violent and swift cha... Read More
News Institutional
Investment
Management
 /  Admin

Broadleaf Partners Recognized in Hudson Hub-Times

Hudson Ohio's local newspaper, the Hudson Hub-Times, recently published an article celebrating Broadleaf Partners' 10th anniversary. Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Third Quarter 2015 Commentary and Performance Review

Happy Ten Year Birthday, Broadleaf! As most people know, this was a difficult quarter for the stock market and our portfolio was not immune. Weakness was broad based across all sectors, with only utilities and sele... Read More
Economic Updates Wealth
Management
 /  Admin

Heading into the Labor Day Weekend

As we head into the extended Labor Day Weekend, we thought it would be a good idea to share some quick thoughts on the continued volatility in the global stock markets, including our own. In addition to our own lon... Read More
Economic Updates Wealth
Management
 /  Admin

Earnings Voids and the Emergence of Plausible Risk

We had put the finishing touches on a market update celebrating our first ten years in business, but were rudely interrupted by the first violence in the markets we’ve seen in nearly a year. Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Second Quarter 2015 Commentary and Performance Review

The Broadleaf Growth Equity Portfolio (BGEP) enjoyed another nice gain in the second quarter, both on an absolute basis and relative to the S&P 500. Performance gains were relatively broad based, both at the sector... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Many Shades of Grey

We’re getting towards the end of earnings season, which provides a little breathing room to make a few comments on the overall market. The action has been choppy since the beginning of April, with a host of “firsts... Read More
News Wealth
Management
 /  Admin

Barron's Big Money Poll

Doug MacKay, Broadleaf CEO and CIO, was quoted in Barron's Big Money Poll, Spring 2015, commenting on the cautious attitudes of investors. For those of you who are subscribers, please click the following link: http... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

First Quarter 2015 Commentary and Performance Review

The Broadleaf Growth Equity Portfolio (BGEP) enjoyed a nice gain in the first quarter both on an absolute basis and relative to the S&P 500. Performance gains were relatively broad based, both at the sector and ind... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Nevis & NASDAQ 5000

Fifteen years ago, the tech-stock heavy, dot-com laden NASDAQ hit 5000, a level it hasn’t seen since - until today - March 2nd, 2015. Whether or not it will maintain a closing price above 5000 remains a work in pro... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Fourth Quarter 2014 Commentary and Performance Review

The Broadleaf Growth Equity Portfolio gained a solid 2.6% during the fourth quarter, bringing its full year return to 11.8%. While lagging the overall market’s return for the year, our results on a one, three and f... Read More
Economic Updates Financial
Planning
 /  Admin

Broadleaf's 2015 Investment Playbook

It’s been a good year. Read More
Economic Updates Wealth
Management
 /  Admin

A Tale of Two Worlds

The U.S. markets enjoyed a strong open today but have experienced a slow bleed off the early morning highs. News of rate cuts in China and more serious discussion of quantitative easing (QE) as a policy tool in Eur... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

A Moody Market

For those that may not have noticed, stock market volatility has been on the rise in October, with more up and down 1-2% days and powerful intraday moves than we’ve seen since the Great Recession. Weak overseas eco... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Third Quarter 2014 Commentary & Performance

Our portfolio enjoyed very strong third quarter results in both absolute and relative terms, bringing year to date returns slightly ahead of the S&P 500. While no one should focus on short term investment results, ... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

America in the Driver's Seat - Enjoy the Ride

Like clockwork, earnings season has drawn to a close, creating an information vacuum for the stock market, one in which the media spends more time “making” the news than perhaps reporting it. The marginal dollar at... Read More
Economic Updates Wealth
Management
 /  Admin

Our Take on the Fed Minutes

I hate to blow up everyone’s inbox with a second Economic Update in just over a week, but I guess I just did. Usually, I don’t have anything intelligent to say more than once every month or so and since I’m not a j... Read More
Economic Updates Wealth
Management
 /  Admin

Quick Thoughts 2

Our last piece, Quick Thoughts, generated one of the highest open rates of any Economic Update we’ve sent, so we’ll take that as a clue and stick with the format. Read More
Economic Updates Wealth
Management
 /  Admin

Quick Thoughts & Coconuts

The past month and a half have been crazy, personally and professionally. Read More
News Institutional
Investment
Management
 /  Admin

Broadleaf’s Mike Czekaj Recently Recognized As Top Analyst

Broadleaf’s very own Mike Czekaj was recently recognized as a top contributing analyst to the Estimize platform. Estimize is a place where over 30,000 buy-side, sell-side, and independent analysts can post earnings... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Second Quarter 2014 Commentary & Performance

In absolute terms, our portfolio enjoyed a solid second quarter and while we recaptured some of the lost ground inflicted on high growth stocks towards the end of the first quarter, we continue to have work to do i... Read More
Economic Updates Wealth
Management
 /  Admin

Mixed Signals and the Road Less Traveled

It has been a month since our last update and, quite frankly, not much has changed. As the markets flirt with all-time highs and a potential shift in Fed policy, earnings season has not altered the fact that the le... Read More
Video Financial
Planning
 /  Admin

Squawk On The Street – Are Tech Stocks in a Bubble?

Doug MacKay was on CNBC this morning to address concerns that tech stocks may again be trading in bubble territory. If the video above doesn't work, click here. Read More
Economic Updates Financial
Planning
 /  Admin

In The End, Time Is Everything

If you recall, the S&P 500 got hit 5% at the end of January this year, falling from 1850 to about 1750 in two weeks. There were a lot of concerns at that time about the earnings outlook given subpar economic releas... Read More
Economic Updates Financial
Planning
 /  Admin

First Quarter 2014 Commentary & Performance

Our portfolio had a tough first quarter, declining nearly 2% in an otherwise positive market environment. The last ten or so trading days were particularly difficult for fundamentally strong, high growth companies,... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Broadleaf’s 2014 Investment Playbook

Most sell side firms publish their outlook for the economy and stock market at the end of December and in early January. As a buy side firm, we really aren’t under any expectation to share our outlook for the comin... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Fourth Quarter 2013 Commentary & Performance

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... Read More
Video Wealth
Management
 /  Admin

Squawk On The Street – December 23, 2013

Doug MacKay was on CNBC this morning to talk about the market's current level and whether or not we can expect its upward trajectory to continue. If the video above doesn't work, click here! Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Twenty Five

I am not a particularly good salesman. From the time I first meet a prospect to when they become a full-fledged client, it can often take two years even when they initiate the first meeting. Fortunately, growing th... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Third Quarter 2013 Commentary & Performance

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 t... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Looking Farther Down the Road

The stock market has continued to do very well over the summer months, reaching new, all-time highs and proving to even the most stubborn of skeptics that Great Recessions can become Great Recoveries for those with... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Second Quarter 2013 Performance Review

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 outper... Read More
Video Wealth
Management
 /  Admin

Squawk On The Street – Fed Played Catcher 6.20.13

Doug MacKay featured on CNBC this morning to discuss effect of Fed policy. If the video above doesn't work, click here. Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Driving with the Doors Off, Part II

About ten months ago, I wrote about my new bulldozer-yellow Jeep Wrangler, comparing the sensation of Driving with the Doors Off to investing in the New Normal, or as I like to call it, a “slow growth for as far as... Read More
News Wealth
Management
 /  Admin

Bob Feller Act of Valor Award

In the spirit of Memorial Day, Broadleaf Partners would like to spread the news about the inaugural Bob Feller Act of Valor Award, which is being launched from the Cleveland, Ohio area this summer. The following ex... Read More
Economic Updates Wealth
Management
 /  Admin

Like Baseball in the Snow

The last three months have been rewarding for stocks, but like baseball in the snow, something hasn't quite felt right. We've enjoyed some gains, but keeping pace with the rapidly rising indices has proven challeng... Read More
News Institutional
Investment
Management
 /  Admin

Broadleaf Partners Recognized in Crain's Cleveland Business

Crain's Cleveland Business recently published a list of the largest local money managers. Broadleaf Partners was the fastest growing manager in 2012 and also ranked as one of the 20 largest firms in the Cleveland/A... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

First Quarter 2013 Performance Review

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 flatt... Read More
Economic Updates Wealth
Management
 /  Admin

Flying High

The media has made a spectacle out of the Dow Jones Industrial Average reaching new all-time highs. Once again, what may prove newsworthy is not only misleading but also, quite frankly, false. Allow us to explain. ... Read More
Video Financial
Planning
 /  Admin

Squawk On The Street – Will the Market Sell-off Continue? 2.22.13

We were recently on CNBC to discuss the market and some popular tech stocks. If the video above doesn't work, click here. Read More
Economic Updates Institutional
Investment
Management
 /  Admin

An Apple's First Worm

Writing about Apple is painful. Not because I have lost money in recent months or have no insight to provide, but because the media will likely report on it ad nausea for the next few days. It is perhaps human natu... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Fourth Quarter 2012 Performance Review

The stock market treaded water during the fourth quarter, awaiting final resolution of the Fiscal Cliff. On that front, there was some positive midnight news on the final day of the year as Congress struck a deal o... Read More
Economic Updates Wealth
Management
 /  Admin

Nothing Changed

Many events have transpired since our mid-September update, but not much has really changed. Economic growth should remain slow for as far as the eyes can see, as each region of the world struggles with its own ver... Read More
News Institutional
Investment
Management
 /  Admin

MacKay Presents at Vegas Convention

On November 8, 2012 Broadleaf Partners' Chief Investment Officer, Doug MacKay, spoke at the First American Homebuilder Services Roundtable VII at the Mandalay Bay Hotel & Casino in Las Vegas. Doug was invited to sh... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Third Quarter 2012 Performance Commentary

In spite of well publicized worries over a dysfunctional government, the impending fiscal cliff, and slower earnings growth, the markets did what they usually do during such periods by confounding the experts. Duri... Read More
Economic Updates Wealth
Management
 /  Admin

All In

Dissatisfied with progress on the jobs front, the Fed went “all in” yesterday in its much anticipated, most recent policy announcement. Unlike QE1, QE2 and Operation Twist, the latest addition to the monetary smorg... Read More
Economic Updates Wealth
Management
 /  Admin

Driving with the Doors Off

Two months ago I bought a bulldozer-yellow Jeep Wrangler, replacing my eight year old black Audi A6. While the A6 had been a wonderful car, I was ready for something new and a Jeep fit the bill. The Jeep is large e... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Second Quarter 2012 Performance Commentary

The stock market took a breather in the second quarter, falling 2.8%. If it hadn’t been for a stronger June, the results could have been worse. The Broadleaf Growth Equity Portfolio (BGEP) declined more than the S&... Read More
Economic Updates Financial
Planning
 /  Admin

Our Take on Today’s Payroll Numbers

This morning’s payroll numbers were disappointing, a fact that is being reflected in the performance of today’s stock market, now down nearly 2%. Read More
News Institutional
Investment
Management
 /  Admin

Broadleaf Partners Recognized As Top Money Manager

Broadleaf Partners was recently recognized by Lipper Marketplace as a Top Money Manager in the U.S. Large-cap Growth Equity category for the three years ending 3/30/2012. To view the top 40 rankings, please click t... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Plain Vanilla

Last Thursday evening, JP Morgan announced it lost at least $2 billion on trades related to “egregious” errors on its “synthetic” investments. The complex products that were meant to protect the bank instead blew u... Read More
Economic Updates Financial
Planning
 /  Admin

Quirky Tales and Waves of Change

Four years ago oil prices approached $150 per barrel. Analysts at Goldman Sachs got all in a lather, with one making the prediction that it would soon hit $200. Peak oil theory became a hot topic in the American pr... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

First Quarter 2012 Performance Commentary

The stock market surged once again in the first quarter, gaining nearly 13%. Including the fourth quarter’s 12% gain, the S&P 500 has now increased 26% in the last six months, a blistering pace which has many wonde... Read More
Video Wealth
Management
 /  Admin

Squawk On The Street - Investing in Dividend Stocks 3.29.12

We were on CNBC this morning to discuss investing in dividend stocks. Read More
Economic Updates Wealth
Management
 /  Admin

Waiting for Eighty

A few times in each generation, a transformative company is born, one which not only revolutionizes industry as it has been done in the past, but often creates significant new wealth for its forward looking owners.... Read More
News Institutional
Investment
Management
 /  Admin

Broadleaf Partners Recognized For Outstanding Performance

Broadleaf Partners was recently recognized by Lipper Marketplace as a Top Money Manager in the U.S. Large-cap Growth Equity category for the three years ending 12/31/2011. We believe this is a testament to the stre... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

American Creativity

It was a rip roaring January for the stock market. While the pace cooled a bit towards the end of the month, the surge made it among the best Januarys in post war history and the best January since 1997. After surg... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Fourth Quarter 2011 Performance Commentary

The stock market enjoyed a nice fourth quarter rebound as the domestic political and double dip recession concerns that plagued the markets in the third quarter faded from memory. In spite of significant headwinds ... Read More
Economic Updates Financial
Planning
 /  Admin

Broadleaf Economic Update: Concussed, The Year in Review

At the end of every year I like to take a look back at the year that was and share some thoughts on what worked, what didn’t, and how we see the future. To be sure, there are still a few days of trading left this y... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Broadleaf Economic Update: Gump Pong

In the past three months, the behavior of the stock market has been a lot like Forrest Gump practicing ping pong - blazingly fast and completely mesmerizing. After zoning out for a while, I had to ask myself, did t... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Third Quarter 2011 Performance Commentary

The stock market took a severe beating in the third quarter, declining by nearly 14%. Continued concerns about Europe and political and economic uncertainties in the United States made the stock market's third quar... Read More
News Financial
Planning
 /  Admin

Jittery Market is a Buying Opportunity

8/10/11: “ Jittery Market is a Buying Opportunity for Some” - Akron Beacon Journal Article Read More
Economic Updates Institutional
Investment
Management
 /  Admin

New Broadleaf Portfolio Strategy Piece: When to Sell

Discerning whether or not new investment data is actionable or simply noise to be ignored is one of the most difficult decisions in all of portfolio management. In our opinion, the first step to gaining wisdom on t... Read More
Economic Updates Financial
Planning
 /  Admin

Bumped by the US Downgrade

We were scheduled to appear on CNBC this morning to discuss the events of last week and where investors might find value in such uncertain economic and political times. Unfortunately our appearance will have to be ... Read More
Economic Updates Financial
Planning
 /  Admin

Yellow Jerseys

Over the past two weeks, the media has been consumed by events unfolding in Washington, DC. While the coverage must be good for television ratings – who doesn’t like to whine about Congress – contemplating actual c... Read More
Economic Updates Wealth
Management
 /  Admin

Second Quarter 2011 Performance Commentary

The second quarter, unlike the first, was a rocky one for the stock market. While earnings season remained strong, a number of event driven factors including Japan, Greece, excessive rain in the U.S., and rising fo... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

First Quarter 2011 Performance Commentary

The Broadleaf Growth Equity Portfolio continued to post strong absolute returns in the first quarter (+5.1%) and compared to the S&P 500 for the one, three, and five year periods ending March 31, 2011. For addition... Read More
News Wealth
Management
 /  Admin

Past News Articles

Below is a list (and some links) to several past articles and news releases with which Broadleaf Partners has been involved: 7/19/10: Bill Hoover Recognized By Greater Akron Chamber - Press Release 5/11/10: "The Eu... Read More
Economic Updates Financial
Planning
 /  Admin

Past Economic Updates

Please click on the links below to review our past Economic Updates: 2011 Bumped by the US Downgrade Yellow Jerseys Silver & Gold, Silver & Gold Forgetful Let Yourself Feel Good Again Steve Jobs Asking the Real Que... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Fourth Quarter 2010 Performance Commentary

The Broadleaf Growth Equity Portfolio continued to post strong absolute returns in the fourth quarter (+9.1%) and compared to the S&P 500 for the one, three, and five year periods ending December 31, 2010. Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Third Quarter 2010 Performance Review

The Broadleaf Growth Equity Portfolio turned five years old at the end of the third quarter, marking a key milestone for our firm. In addition to having strong relative returns for the year to date and three year p... Read More
Video Institutional
Investment
Management
 /  Admin

Past Television Appearances

4/28/10: "Discussing Goldman Sachs with Squawk on the Street" - CNBC Television Appearance 12/28/09: "Squawk on the Street: CNBC Market Edge" - CNBC Television Appearance 7/6/09: "Squawk on the Street: Keeping Your... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Broadleaf Partner's Second Quarter Performance Review

The stock market declined by just over 11% during the second quarter as European budget issues, the flash crash, the oil spill and continued sluggishness in the U.S. job market heightened concerns over the durabili... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Economic Update: Chocolate and The Mathematics of Loss

We have posted a new Economic Update entitled Chocolate & The Mathematics of Loss to our website. If you know of anyone who would like to receive our thoughts on the markets please let us know! Read More
Economic Updates Institutional
Investment
Management
 /  Admin

First Quarter Performance Review

Our first quarter performance and market commentary is now available. Please click here for our thoughts on what contributed to the quarter's strong absolute and relative results as well as our outlook on the year ... Read More
Economic Updates Wealth
Management
 /  Admin

Economic Update: Changing Seasons

We just published a new Economic Update titled Changing Seasons. Enjoy! Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Fourth Quarter Performance Review

Our fourth quarter performance and market commentary is now available. Please click here for our thoughts on what contributed to this year's 44% gain for the portfolio, lessons learned from 2009, and what may lie a... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Broadleaf Partners' Third Quarter Performance Review and Quick Thoughts on the Dollar

This year has continued to be a strong one for the stock market and for Broadleaf Partner's Growth Equity Portfolio, which is up 35% on a year to date basis. For details on our performance, related disclosures, and... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Second Quarter Performance Commentary and CNBC Appearance

This year has been a strong one for the stock market and for Broadleaf Partner's Growth Equity Portfolio. For details on our performance and insights on our current market outlook and strategy, please read the atta... Read More
News Institutional
Investment
Management
 /  Admin

Bill Hoover Joins Broadleaf Partners as President and Chief Operating Officer

Bill Hoover Joins Broadleaf Partners It is with great pleasure that Jeff and I announce the arrival of William Hoover as President and Chief Operating Officer of Broadleaf Partners, LLC. Bill joins our firm as an e... Read More
Economic Updates Wealth
Management
 /  Admin

Fourth Quarter Portfolio Review and Commentary

The financial markets finished 2008 on a tough note. In fact, it was the third worst year in the last century for investors. Fortunately, it won't take much to make 2009 better. For details on our portfolio's fourt... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Economic Update Haiku

The Market's Goofy Down Four Percent, Disney Up Thank God for Mickey Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Broadleaf Partners' Economic Update: Oil, Earnings and When to Sell

In today's economic update, Oil, Earnings and When to Sell, we provide our current thoughts on the recent pullback in oil, the reaction of stock prices to this quarter's earnings reports, and the difficult decision... Read More
Economic Updates Wealth
Management
 /  Admin

Broadleaf Partner's Economic Update Available: Looking Past the Fed and Towards 2008

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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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