Greetings, investors and enthusiasts! As we close the books on 2025, it’s time for our quarterly review of the Broadleaf Partners Growth Equity Portfolio. While Q4 certainly presented its challenges, ultimately preventing us from reaching our full-year outperformance goals, it’s crucial to put the year into perspective.
Indeed, the fourth quarter proved to be a tougher period than anticipated, with certain market headwinds impacting growth-oriented sectors. This late-year stumble, though frustrating, shouldn’t overshadow the significant achievements of the preceding quarters.
In absolute terms, 2025 was undeniably a strong year for the Broadleaf Growth Equity Portfolio. We are thrilled to report that this marks the third consecutive year where our portfolio has delivered double-digit gains for our partners. This consistent performance underscores the resilience of our investment strategy and the robust underlying fundamentals of the companies within our portfolio.
We remain committed to our disciplined approach to identifying high-growth opportunities and navigating market fluctuations with a long-term perspective. Thank you for your continued trust and partnership. We look forward to building on this solid foundation as we embark on the new year.
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