As we conclude our financial year and review the Broadleaf Partners Growth Equity Portfolio’s performance for Q4 2025, it’s a moment of mixed feelings. While the final quarter proved to be a challenging one, ultimately dashing our hopes of outperforming the market for the full year, the broader perspective reveals a truly commendable achievement.
Despite the disappointing Q4, which presented various headwinds, we are pleased to report that 2025 was still a strong year in absolute terms for the portfolio. More significantly, this past year marks an impressive milestone: it’s the third consecutive year our Growth Equity Portfolio has delivered double-digit gains for our investors.
This consistent track record of robust absolute returns speaks volumes about the underlying strength of our investment strategy and the resilience of the innovative companies within our portfolio. While relative performance is always a key metric we strive for, delivering consistent, positive, and substantial returns year after year remains our paramount goal. We thank you for your continued trust and look forward to navigating the opportunities and challenges ahead.
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