Growth Equity Portfolio First Quarter Review

Published on April 7, 2026

It was a rough first quarter for the Broadleaf Growth Equity Portfolio and the markets in general as investors tried to identify market leadership buffeted by AI spending concerns, talk of escalating private credit market risks, and ultimately, the emergence of War in Iran.

Continue reading on website
Other news

Advisors Weigh Crypto Portfolio Strategies

April 6, 2026
An Exchange conference panel explored bitcoin's evolving role, allocation tactics, and ETF structures for advisors building crypto portfolios.

Middle Powers In A Fragmented World

April 7, 2026
The middle is typically not where you want to be. In American sports, teams in the middle of the standings aren’t contenders for either a championship or a high draft choice. The middle seat on an airplane, subject to incursions from either side, is not very comfortable. The middle manager is accountable in every direction, empowered in none.