Broadleaf Partners is a growth-focused investment management firm serving the needs of foundations and endowments, retirement plans and high net worth individuals. Their objective is to outperform the S&P 500 over a full market cycle on a net of fees basis, following their disciplined and dynamic portfolio management process. As a research-driven investment management boutique, they seek a better understanding of the economy, the market and investing in general, and to educate their clients along the way.
Broadleaf Partners specializes in managing growth equity portfolios for institutions, foundations, endowments, and high net worth individuals.
Their areas of expertise extends to investment management, growth equities, equity investments, domestic equities, and growth investing.
While many investment management firms focus on growing their assets under management by expanding their client base, Broadleaf focuses on delivering superior investment results to their current clients.
They measure their success by the investment performance of their portfolios, not by the industry standard metric of assets under management.