Broadleaf Partners, LLC

06/02/2026

We are excited to introduce our intern for the summer, Logan Cleary!

Hi! My name is Logan Cleary, I am an Equity Research Intern at Broadleaf Partners for this summer. I am a rising senior at Connecticut College studying Economics with a minor in Finance, also a proud member of the school’s hockey team that competes in the NESCAC.

This summer, I am excited to gain hands-on experience in investment research and financial markets. I have a real passion for markets/trading as a whole and am excited to learn and grow this summer at Broadleaf! I am very grateful for the opportunity Broadleaf has given me and I will give my maximum effort at all times!

Join us in welcoming Logan to the team!

05/19/2026

The Broadleaf Growth Equity Portfolio (BGEP), our flagship strategy, is managed entirely in-house. That means our clients actually know the portfolio managers who are making decisions with their money: Doug MacKay, our Founder and Chief Investment Officer, and Pete MacKay, our Associate Portfolio Manager.

Many firms allocate all of their clients' assets into outsourced, passive strategies. That works for some investors, but it's not the only way. For clients who want exposure to an actively managed portfolio, and a real relationship with the people running it, that distinction matters.

Keeping our flagship strategy in-house means our clients get continuity, accountability, and a team that's genuinely focused on their long-term growth. It's one of the things people tell us they value most about working with Broadleaf.

04/27/2026

Markets can move fast. Earlier this year, geopolitical tensions triggered a swift decline, only to be followed by one of the sharpest recoveries in recent memory, with the S&P 500 reclaiming all-time highs within weeks. It's a good reminder of how difficult it is to time the market, and how costly it can be to try.

Looking at the chart below, when you zoom out to a 20-year lens, a different story emerges. The gap between top and bottom decile large cap growth managers over that timeframe is significant. Patience and sound manager selection have historically been far more powerful than reacting to short-term noise and trying to time the market.

At Broadleaf Partners, we've built our process around exactly that philosophy of staying disciplined through the inevitable ups and downs and focusing on what we can control. Over the past 20 years, that approach has placed us near the top decile of similar large cap growth strategies, a level of consistency that Morningstar has recognized with a Silver rating and 4-star designation. The short term might be uncertain, but the long term often rewards those who stay the course.

Past performance is not a guarantee of future results. Source: J.P. Morgan Asset Management, Guide to the Markets, February 27, 2026. To learn more about the Moringstar ratings, click here: https://broadleafpartners.com/about/awards

04/06/2026

It was a difficult quarter across the board, shaped by AI fatigue, private credit concerns, and War in Iran. Despite daily evaluation of potential trades, the volume of high-stakes uncertainties makes conviction harder to come by, and for now, patience is the more prudent path.

For a full review of our performance and our thoughts on the current market environment, please read our latest update here: https://broadleafpartners.com/hubfs/Broadleaf%20Q1%202026.pdf?hsLang=en

03/23/2026

March Madness is here, and while brackets may be unpredictable, your investment strategy shouldn’t be.

At Broadleaf Partners, our portfolio managers focus on disciplined decision-making, long-term strategy, and staying grounded through volatility, on and off the court.

If you’d like to review your game plan, we’re always here to help.

02/18/2026

Office morale is officially at an all-time high.
Scout, our office greeter & Director of Morale, is showing Penny, Doug’s new puppy, the ropes.
Scout better watch out… Penny is already a natural at the job!

02/03/2026

Proof that our Christmas popcorn didn’t last long 😄🍿
At this point, does anyone still have any left?
Nothing makes our day like seeing clients enjoy a small holiday tradition.

01/27/2026

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 writing, with hopes of gaining greater clarity on the factors that might drive our investment returns going forward.

For our latest thoughts, please read our 2026 Investment Playbook:
https://broadleafpartners.com/hubfs/2026%20Playbook.pdf

01/13/2026

We’re proud to share that Doug MacKay has been elected to the Miami University Foundation Board of Directors.

The Board is composed of alumni and leaders dedicated to advancing the Foundation’s mission and long-term stewardship. A well-deserved honor – congratulations, Doug!

To read more about the Foundation, please visit the link below:

The Miami University Foundation Board of Directors are prominent business leaders, alumni, friends, and university leaders who are willing to commit their time, resources and talent and bring a wealth of experience to the Foundation. The Foundation consists of up to 30 elected members and 7 appointe...

01/09/2026

Despite some volatility, 2025 marked a third year in a row for double digit gains in the BGEP. In a rapidly changing economic and technological environment, our focus remains firmly on long-term growth.

For a full review of our performance and our thoughts on the current market environment, please read the attached update: https://broadleafpartners.com/hubfs/Broadleaf%20Q4%202025.pdf?hsLang=en